Literature

Please find below a selection of information, for the use of authorised advisers only, about TCF Investment, our investment philosophy and features and benefits of our portfolios.

TCF Investment Little Book of TCF

Ten pointers to help everyone be a smarter investor, we use the same philosophy for running our portfolios. It is a document which advisers can use with their customers and is not intended for customers who are not advised.

Download

TCF Investment Philosophy and Process

What we believe, our investment approach and how we make our investment decisions.

Download

FEATURES AND BENEFITS

Features and benefits – a simple sales aid with ideas for the features and benefits that advisers offer to customers – download in Word format.

Download

THE QUILT CHART

The “Quilt” or “Jelly Bean” chart. Shows returns from the average fund in 12 different IA fund sectors over 16 years. Also the returns from a simple equally weighted portfolio. Highlights the benefits of diversification.

Download

MAPS TARGET MARKET INFORMATION

To assist with your compliance with the PROD rules, a short document that identifies the target markets that the MAPS Models are suitable for.

Download