ACUMEN Conservative Portfolio X Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 121.96 Day Change GBX -0.47 (-0.38%)
Price Date 22 Mar 2017 Crown Rating
Shares Class Inc. Yield 1.30 %
Total Expense Ratio 0.00 Fund Size 208,048,600.00
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 seek to deliver long term capital growth by investing in a range of global financial markets. The Fund is conservatively managed and comprised of multi- asset investments.

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.