“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

[

scroll

How The ESG Protection Portfolio Works

This website is for the use of PROFESSIONAL FINANCIAL ADVISERS only.

Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.

Contact Us

We would love to answer any questions or schedule a free consultation. Please call us or send us an email by completing the form below.

If you would like to speak to one of our team, please leave a message below leaving your postcode, and we will have someone contact you as soon as possible.

Please also indicate the level of investments you advise upon and the portfolios you are interested in:

Size of Investment and Portfolios interested in:

9 + 11 =

01753 867000

Head Office

1 Bracknell Beeches, Old Bracknell Lane, Bracknell, RG12 7BW

The value of an investment 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.

Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).

The content of this site is for professional financial advisers working in the United Kingdom. It is not aimed at the general public.

We are currently reviewing the need to publish details of shareholder engagement policies and investment strategy.
We will update our website once our review is complete.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.