ACUMEN Progressive Portfolio X Acc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 125.93||Day Change||GBX +0.21 (0.17%)|
|Price Date||26 May 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.60 %|
|Total Expense Ratio||0.00||Fund Size||65,975,900.00|
|Launch Date||12/09/2014||Standard Initial Charge (%)||0.00|
|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|
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.
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.