Quick Stats

Bid Price - Offer Price -
Mid Price GBX 116.34 Day Change GBX +0.02 (0.02%)
Price Date 22 Sep 2017 Crown Rating
Shares Class Inc. Yield 2.40 %
Total Expense Ratio 0.00 Fund Size 124,643,700.00
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 GB00BYW8MX66 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 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.