ACUMEN Income Portfolio X Acc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 120.11||Day Change||GBX -0.24 (-0.20%)|
|Price Date||27 Apr 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.40 %|
|Total Expense Ratio||0.00||Fund Size||86,745,988.19|
|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 investment objective of the ACUMEN Income Portfolio is to seek to deliver income with the potential for capital growth by investing in a range of global financial markets. The Fund is actively managed and comprised of multi-asset investments. The portfolio 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 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.