|Bid Price||-||Offer Price||-|
|Mid Price||GBX 124.47||Day Change||GBX -0.01 (-0.01%)|
|Price Date||22 Jan 2018||Crown Rating|
|Shares Class||Inc.||Yield||2.40 %|
|Total Expense Ratio||0.00||Fund Size||166,177,947.62|
|Launch Date||25/01/2016||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||GB00BYW8MW59||Min TopUp (£)||500.00|
The ACUMEN Income Portfolio seeks to deliver 4% income per annum, with the potential for capital growth by investing in a range of global financial markets. The portfolio is actively managed and 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.
Christopher Peel is the Chief Investment Officer of Tavistock Wealth and carries direct responsibility for all discretionary investments at the firm. Together with the investment team, he manages the ACUMEN Portfolios and more than fifty model portfolios. Christopher is an economics graduate with more than 30 years’ experience in financial markets, managing both multi-asset traditional and alternative funds, having held senior management positions at both Citibank and Salomon Brothers.