“Despite a challenging period there have been plenty of interesting new launches and product development over the last 12 months but one new innovation in particular caught the eye of advisers and the judges – Tavistock Wealth ACUMEN ESG Protection Portfolio. The product received plenty of support from voting advisers who nominated it as the standout new product of the last 12 months. The judges felt that the protection component, which ensures that clients always get back at least 90% of the highest value ever achieved by the portfolio was particularly appealing given the volatility that clients have been, and continue to, face. The fact that the fund aims to provide investors with long-term capital growth from a multi-asset portfolio comprised of holdings, which adhere to the Fund’s environmental, social and governance (ESG) investment policy means that is also caters for the growing demand from investors that are looking for an investment with an ethical approach. By meeting these key client needs the Tavistock Wealth ACUMEN ESG Protection Portfolio should offer a solution to some really pressing client concerns in the current investment landscape.”
– 2020 ILP Moneyfacts Awards
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