Our website and portal is designed for professional adviser use only.
Please select the region you are based.

Please select your region

Important Legal Information 

This website is operated by Causeway Securities Limited, which is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number: 749440. 

By accessing or using this website, you agree to the following terms and conditions. 

General Use and Audience 

This website is intended to provide general information about Causeway Securities’ products and services. It may be accessed by: 

  • Retail clients 
  • Professional advisers 
  • Institutional investors 

However, the content is not tailored to any specific client type and must not be relied upon as financial advice. Users should consult a qualified financial adviser before making investment decisions. 

No Advice or Offer 

Nothing on this website constitutes: 

  • Investment advice 
  • A personal recommendation 
  • A solicitation or offer to buy or sell any financial instrument 

Content is provided for general information purposes only. Decisions made based on this information are solely the responsibility of the user. 

Investment Risks 

Investing involves risks, including but not limited to: 

  • Loss of capital (you may not get back the amount originally invested) 
  • Counterparty risk (especially for structured products) 
  • Market risk 
  • Liquidity constraints 
  • Early redemption risk 

You should read and understand all Key Risks and General Risk Factors related to our structured products before making an investment decision. 

Data Protection and Privacy 

We are committed to protecting your privacy and complying with the UK GDPR and Data Protection Act 2018. For more details, see our: 

We do not sell your data to third parties. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy. 

Terms of Access 

By using this site, you confirm that you: 

  • Accept the Terms of Use 
  • Understand the risks involved in investment products 
  • Will seek independent advice if uncertain about suitability 

You must submit your agreement before access to the site can be granted

I agree

Regulatory Status

Causeway Securities Ltd is authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom (FRN 749440) and is an authorised financial services provider regulated by the Financial Sector Conduct Authority (FSCA) in South Africa (FSP No. 52397). Causeway Securities Ltd is incorporated in England and Wales (Company No. 0102661) with its registered office at 60 Cannon Street, London, England, EC4N 6NP.

Causeway Securities LLC is a wholly owned subsidiary of Causeway Securities Ltd. It is a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
You can review the background of Causeway Securities LLC on the FINRA BrokerCheck website at https://brokercheck.finra.org.

Causeway Securities LLC acts solely as a distributor/selling agent of structured note products. It is not the issuer, underwriter, or guarantor of any investment products and does not provide investment advice or personal recommendations.

Important Legal Information

This website is operated by Causeway Securities Limited (UK FCA-authorised, FRN749440). By accessing or using this website, you agree to the following terms.

General Use and Audience

This website is intended to provide general information about Causeway Securities’ products and services. It may be accessed by:

  • Retail clients
  • Professional advisers
  • Institutional investors

Content is not tailored to your specific circumstances and should not be relied upon as financial advice. You should consult a licensed financial professional before making investment decisions.

No Advice or Offer

Nothing on this website constitutes:

  • Investment advice
  • A personal recommendation
  • An offer or solicitation to buy or sell any security

All content is provided for informational purposes only. You alone are responsible for any investment decisions made based on this information.

Investment Risks

Investing in financial instruments, including structured products, involves risks such as:

  • Loss of some or all of your principal
  • Counterparty/credit risk
  • Market volatility
  • Liquidity constraints
  • Early redemption or call risk

Before investing, carefully review and understand all Key Risks and General Risk Factors [link] associated with our structured products.

Data Protection and Privacy

We respect your privacy. Causeway Securities Ltd complies with UK GDPR, the UK Data Protection Act 2018, and other applicable privacy laws. Causeway Securities LLC complies with relevant U.S. federal and state privacy laws, including Regulation S-P.
See our:

We do not sell your personal data to third parties. By using this site, you consent to the use of cookies as described in our Cookie Policy.

Terms of Access

By using this site, you confirm that you:

  • Accept the Terms of Use
  • Understand the risks involved in investment products
  • Will seek independent advice if uncertain about suitability
I agree

Important Legal Information 

This website is operated by Causeway Securities Limited, which is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number: 749440. 

By accessing or using this website, you agree to the following terms and conditions. 

General Use and Audience 

This website is intended to provide general information about Causeway Securities’ products and services. It may be accessed by: 

  • Retail clients 
  • Professional advisers 
  • Institutional investors 

However, the content is not tailored to any specific client type and must not be relied upon as financial advice. Users should consult a qualified financial adviser before making investment decisions. 

No Advice or Offer 

Nothing on this website constitutes: 

  • Investment advice 
  • A personal recommendation 
  • A solicitation or offer to buy or sell any financial instrument 

Content is provided for general information purposes only. Decisions made based on this information are solely the responsibility of the user. 

Investment Risks 

Investing involves risks, including but not limited to: 

  • Loss of capital (you may not get back the amount originally invested) 
  • Counterparty risk (especially for structured products) 
  • Market risk 
  • Liquidity constraints 
  • Early redemption risk 

You should read and understand all Key Risks and General Risk Factors related to our structured products before making an investment decision. 

Data Protection and Privacy 

We are committed to protecting your privacy and complying with the UK GDPR and Data Protection Act 2018. For more details, see our: 

We do not sell your data to third parties. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy. 

Terms of Access 

By using this site, you confirm that you: 

  • Accept the Terms of Use 
  • Understand the risks involved in investment products 
  • Will seek independent advice if uncertain about suitability 

You must submit your agreement before access to the site can be granted

I agree

Causeway Investment Funds

Balancing returns
with predictability

A strategic approach to achieving equity-like returns with lower volatility and managed risk.

Unlock Growth Potential with Defined Growth Funds from Causeway Securities. Two Funds, One Vision: Delivering Predictability and Targeted Returns for a Diverse Range of Investors.

Our Defined Growth Funds

Causeway Dynamic Growth Fund

Targeting 8-9% annualised returns with reduced market sensitivity.

Levendi Thornbridge Defined Return Fund

Aims to generate positive returns of SONIA + 6.00% in all but significant and sustained market falls.

Key benefits

Defined Growth Funds provide balanced returns founded on predictability

Enhanced return potential

Can generate positive returns even in sideways and slightly falling markets.

Lower volatility

Equity market exposure with reduced volatility.

Diversification

Adds a different risk-return profile to investment portfolios.

Capital protection

Mechanisms to protect against market declines, typically up to 35%.

Meet the Asset Management Team

We are a team of highly experienced team of fund managers, analysts, and distribution specialists.

With a combined 88 years of experience in global financial markets, our team brings deep expertise, strategic insight, and a strong commitment to building a robust and forward-looking defined return investment solutions to meet investors investment needs.

Andrej Ogorevc
Andrej Ogorevc

Chief Investment Officer

Alae Zitouni
Alae Zitouni

Portfolio Manager

Bobby Owen
Bobby Owen

Head of Business Development

Tara Pain
Tara Pain

UK Business Development Manager

Sarai Murillo Val
Sarai Murillo Val

Investment Analyst

Conor O'Donnell
Conor O'Donnell

Chief Executive Officer

Joe McDaniel
Joe McDaniel

Chief Operating Officer

Other solutions

Learn more about
bespoke solutions

Creating tailored solutions designed to match you clients` risk tolerance, objectives, and market outlook.

Find out more

Balancing investments
with structured solutions

Designed to help investors navigate market uncertainty by targeting specific outcomes.

Find out more

Fund enquiry

Give us a call on +44 28 9592 6119 or complete the form below to request a member of our Asset Management Team to contact you.