Quick Stats

Bid Price - Offer Price -
Mid Price GBX 100.27 Day Change GBX -0.75 (-0.74%)
Price Date 14 Dec 2018 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 41,471,100.00
Launch Date 01/06/2017 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector Global
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ3T3H63 Min TopUp (£) 0.00

Fund Objective

The investment objective of the ACUMEN Equity 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.

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 ACUMEN Portfolios and the Tavistock PB PROFILES. Christopher has more than 30 years’ experience in financial markets, working with both traditional and alternative asset managers, having held senior management positions at both Citibank and Salomon Brothers. Christopher holds a B.A. degree in Economics from Colorado College.