Quick Stats

Bid Price - Offer Price -
Mid Price GBX 110.93 Day Change GBX +0.75 (0.68%)
Price Date 21 Sep 2018 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 45,687,842.61
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 has more than 27 years experience in financial markets and began his career with Citibank in London before spending 11 years with Salomon Brothers International working with both traditional and alternative asset management companies. He joined FIM Limited in 2003, a specialist alternative asset management group, where as a managing director he was responsible for all fixed income investments which included allocations to government security, investment grade credit, high yield and directional macro trading strategies. He then joined Cardinal Asset Management where he was a managing director in the fund of hedge funds business and was responsible for all fixed income investments. Christopher then founded the business which has been rebranded as Tavistock Wealth