Quick Stats

Bid Price - Offer Price -
Mid Price GBX 126.61 Day Change GBX -0.07 (-0.06%)
Price Date 20 Sep 2017 Crown Rating
Shares Class Inc. Yield 0.60 %
Total Expense Ratio 0.00 Fund Size 62,379,278.39
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 GB00B87LP737 Min TopUp (£) 500.00

Fund Objective

The investment objective of the ACUMEN Progressive Portfolio is to deliver long term capital growth by investing in a range of global financial markets. The portfolio is typically comprised of higher risk investments such as equities and commodities but will also contain a few medium risk investments such as bonds and property.

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.