Quick Stats

Mid Price GBX 100.59 Day Change GBX -0.15 (-0.15%)
Price Date 17 Jan 2019 Crown Rating
Shares Class Acc. Yield 0.00 %
Last Ex-Dividend Date 31 October 2018 Dividend Frequency Annually
Sector Specialist Fund Size 33,965,937.46
Launch Date 01/06/2017 Standard Initial Charge 0.00%
Ongoing cost 1.30% Annual Management Charge 0.75%
ISIN GB00BZ3T3L00 Sedol BZ3T3L0

Fund Objective

The investment objective of the ACUMEN Strategic 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 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 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.