ACUMEN PortfoliosCurrency 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.
Currency exposure is also monitored closely and the majority of overseas portfolio exposure is hedged back to Sterling within each ACUMEN Portfolio. This ensures that the overall risk remains within the targeted volatility ranges.
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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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