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ACUMEN Portfolios

Currency hedged portfolios with market-leading risk management. Providing multi-asset, global coverage across equity, bond, commodity and property markets

ACUMEN Portfolios

Currency hedged portfolios with market-leading risk management. Providing multi-asset, global coverage across equity, bond, commodity and property markets

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

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 each portfolio aims to contain a minimum of 70% per cent sterling or sterling hedged share classes to ensure 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

ACUMEN
Income Portfolio

ACUMEN
Progressive Portfolio

ACUMEN
Adventurous Portfolio

FOR MORE INFORMATION on ACUMEN you can request a copy of our Due Diligence Questionnaire here:

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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