Quick Stats

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
Currency GBX ISA Eligible Yes
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

Fund Objective

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.

Fund Managers

Christopher Peel
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.