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 Portfolio 3 arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Portfolio 3 Class X USD Hedged Acc Sedol: BZ3T3G5 Nav: 1.0695 Yield: 1.26% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 3 Class X Acc Sedol: BZ3T3D2 Nav: 1.0293 Yield: 1.25% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 4 arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Portfolio 4 Class X USD Hedged Acc Sedol: BZ3SZ55 Nav: 1.1381 Yield: 0.68% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 4 Class X Acc Sedol: B84LZT8 Nav: 1.3606 Yield: 0.68% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 5 arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Portfolio 5 Class X USD Hedged Acc Sedol: BZ3T2N5 Nav: 1.1824 Yield: 0.19% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 5 Class X Acc Sedol: B87LP73 Nav: 1.4402 Yield: 0.20% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 6 arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Portfolio 6 Class X USD Hedged Acc Sedol: BZ3T3C1 Nav: 1.2018 Yield: 0.00% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 6 Class X Acc Sedol: B7NJ0M4 Nav: 1.4585 Yield: 0.03% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 7 arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Portfolio 7 Class X USD Hedged Acc Sedol: BZ3T3K9 Nav: 1.2363 Yield: 0.08% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 7 Class X Acc Sedol: BZ3T3H6 Nav: 1.195 Yield: 0.10% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 8 arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Portfolio 8 Class X USD Hedged Acc Sedol: BZ3T3N2 Nav: 1.2365 Yield: 0.09% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Portfolio 8 Class X Acc Sedol: BZ3T3L0 Nav: 1.1965 Yield: 0.11% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Income Portfolio arrow
Name Sedol Nav Yield Valuation Date/Point More Info
ACUMEN Income Portfolio X USD Hedged Acc Sedol: BZ3T2H9 Nav: 1.1081 Yield: 3.24% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Income Portfolio X Inc Sedol: BYW8MX6 Nav: 1.1583 Yield: 3.37% Valuation Date/Point: 17/01/2020 - 12:00 More Details →
ACUMEN Income Portfolio X Acc Sedol: BYW8MW5 Nav: 1.3076 Yield: 3.30% Valuation Date/Point: 17/01/2020 - 12:00 More Details →