Quick Stats

Bid Price - Offer Price -
Mid Price GBX 125.18 Day Change GBX +0.13 (0.10%)
Price Date 20 Oct 2017 Crown Rating
Shares Class Inc. Yield 1.30 %
Total Expense Ratio 0.00 Fund Size 225,171,686.06
Launch Date 12/09/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B84LZT89 Min TopUp (£) 500.00

Fund Objective

The investment objective of the ACUMEN Conservative Portfolio is to deliver long term capital growth by investing in a range of global financial markets. The portfolio is typically comprised of lower and medium risk investments such as cash, bonds and property as well as a few higher risk investments such as equities and commodities.

Fund Managers

Christopher Peel
Christopher Peel is the Chief Investment Officer of Tavistock Wealth and carries direct responsibility for all investments in the Centralised Investment Proposition at the firm. Together with the research and investment team he manages the TAVISTOCK PROFILES, TW PROFILES and the ACUMEN Portfolios. Christopher has more than 30 years’ experience in financial markets, working with both traditional and alternative asset managers, having held senior positions at both Citibank and Salomon Brothers. Christopher holds a B.A. degree in Economics from Colorado College.