+44 (0)1753 867000 investments@tavistockwealth.com

Key Risks


Performance cannot be guaranteed and the value of an investment in an ACUMEN PORTFOLIO may fall as well as rise.


The ACUMEN Conservative, Progressive and Adventurous PORTFOLIOS only issue accumulation shares. The ACUMEN Income issues both income and accumulation shares. Net income is retained and accumulated for the benefit of investors and reflected in the price of the shares.

Investment Term

ACUMEN PORTFOLIOS are designed to generate returns over the medium to long term so investors are recommended to retain their holding in a Portfolio for at least 3 years.


ACUMEN PORTFOLIOS are not suitable for investors who wish to have exposure to a single asset class as each portfolio has a balanced exposure to multiple asset classes.

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