Tavistock Wealth

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Tavistock Wealth manages a series of risk progressive “model portfolios” designed to meet the differing needs of individual investors. The ACUMEN PORTFOLIOS use Tavistock’s passive investments portfolio construction and are regulated to the “gold standard” of European regulation – UCITS IV.


"Over 90% of UK funds are unable to outperform an index for three years in a row." FT, January 06, 2012

Tavistock Wealth believes that its multi-asset ACUMEN PORTFOLIOS are likely to outperform their sector because they track global markets and cost significantly less to run than typical active funds.

"Most investors will find that the best way to invest in common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results delivered by the vast majority of investment professionals." Warren Buffet

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Acumen Strategic Portfolio

Acumen Strategic Portfolio X Acc
Offer/Nav: 1.0144
Yield: 0.87%
Sedol: BZ3T3L0
Valuation Date: 14/12/2018
Valuation Point: 12:00
Acumen Strategic Portfolio X EUR Hedged Acc
Offer/Nav: 0.9922
Yield: 0.87%
Sedol: BZ3T3M1
Valuation Date: 14/12/2018
Valuation Point: 12:00
Acumen Strategic Portfolio X USD Hedged Acc
Offer/Nav: 1.0298
Yield: 0.80%
Sedol: BZ3T3N2
Valuation Date: 14/12/2018
Valuation Point: 12:00
Past performance is not a guide to the future. The value of an investment, and the income from it, can go down as well as up as a result of market fluctuations. Investors may not get back the amount originally invested. Prices may be subject to change, errors and omissions excepted. All prices are quoted in pounds sterling.

Investment Fund Services Limited Marlborough House 59 Chorley New Road Bolton BL1 4QP

Investment Fund Services Limited (IFSL) is registered in England No 06110770. Authorised and regulated by the Financial Conduct Authority and a member of The Investment Association. Powered By The Media Cabin