Track Record

Tavistock Wealth has been trading ETFs for over five years. We offer 10 UCITS compliant ACUMEN Portfolios (funds) and a range of model portfolios. The 10 funds comprise of six risk-progressive, multi-asset class solutions, one income fund and three protection-portfolios. This investment offering is managed by a team of experienced investment professionals and we are very proud to announce ACUMEN’s five-year performance track record

We believe in transparency throughout the market cycle so investors can compare performance against our market composite benchmark and an index of peer group competitors. To provide an example, the chart below shows the performance of ACUMEN Portfolio 4 (previously ACUMEN Conservative Portfolio) since inception. The fund has outperformed its benchmark as well as the equivalent Investment Association (IA) and Asset Risk Consultant (ARC) sector over this time:  

ACUMEN PORTFOLIO 4 PERFORMANCE

(Conservative)

Download the ACUMEN Portfolio 4 PDF

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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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.

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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.