ACUMEN Portfolios

Currency hedged portfolios with market-leading risk management. Providing actively managed, global coverage across equity, bond, commodity and property markets
 
ACUMEN Portfolios
Currency hedged portfolios with market-leading risk management. Providing actively managed, global coverage across equity, bond, commodity and property markets

ACUMEN Portfolios are highly sophisticated baskets of ETFs
investing in several thousand underlying securities

We believe an actively managed, globally allocated, multi-asset portfolio, comprised of low-cost ETFs with diversified holdings in equity, bond, commodity and property markets is statistically more likely to outperform a traditional active manager almost all of the time.

Multiple layers of diversification within and between asset classes are key to the portfolio construction process and are designed to mitigate risk. Each asset class is optimised separately into a sub-portfolio, and then aggregated into a multi-asset portfolio that targets a level of risk that is consistent with the investment objective of the ACUMEN Portfolios

Currency exposure is also monitored closely and over 85% of the holdings within each ACUMEN Portfolio are hedged back to sterling. This ensures that the overall risk remains within the targeted volatility ranges.

For more information on the Acumen portfolios
Download the latest factsheets here:

ACUMEN
Conservative Portfolio

Rolling 1-Year Return:

+0.51%

ACUMEN
Income Portfolio

Rolling 1-Year Return:

0.42%

ACUMEN
Progressive Portfolio

Rolling 1-Year Return:

+5.47%

ACUMEN
Adventurous Portfolio

Rolling 1-Year Return:

+6.19%

ACUMEN
Bond Portfolio

Rolling 1-Year Return:
-3.46%

ACUMEN
Equity Portfolio

Rolling 1-Year Return:
+9.77%

ACUMEN
Strategic Portfolio

Rolling 1-Year Return:
+9.03%

FOR MORE INFORMATION on ACUMEN you can request a copy of our

Due Diligence Questionnaire here:

The value of investments held in the ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance. Source of data: Tavistock Wealth Limited, Thomson Reuters and Lipper for Investment Management.

THE BENEFITS OF OUR PROPOSITION

We look after:

The administrative burden of running model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios

so you can look after your own ROI:

Reduce your risk of client complaints. Organise your client bank.  Increase your valuation. 

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