|Bid Price||-||Offer Price||-|
|Mid Price||GBX 107.99||Day Change||GBX +0.33 (0.31%)|
|Price Date||13 Jul 2018||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||41,380,619.55|
|Launch Date||01/06/2017||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||Global|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BZ3T3H63||Min TopUp (£)||0.00|
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.
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.