Tavistock Wealth Library

June 2020

ACUMEN ESG Protection Portfolio

ACUMEN ESG Protection

Portfolio Factsheet

ACUMEN ESG Protection

Portfolio Brochure

Environmental, Social &

Governance Investing

Tavistock ESG

Investment Policy

Tavistock Wealth Literature

ACUMEN Capital Protection

Portfolio Brochure

The Who, What, How,

Where & Why of Investing

ACUMEN Income-Protection

Portfolio Brochure

Tavistock PROFILES

Brochure

Protection Portfolio

Availability

Tavistock Wealth Rolling

12-Month Review

Fund Risk Profiling Report

(ACPP, AIPP & AEPP)

Due Diligence

Questionnaire

Quarterly Perspectives –

Q1 2020

Quarterly Perspectives –

Q2 2020

Quarterly Perspectives –

Q3 2020

Publications

History of the UK

Stock Market (1925 – 2018)

5 Years Avoiding the Storm:

Stick or Twist?

Market Update:

October 2018

He Who Recommends it

Shall be Liable for it

For more publications please click here

Monthly Portfolio Changes

In June, we made several changes to the portfolios. In fixed income, we increased our overweight exposure to US investment grade credit, which should continue to benefit from ongoing Fed purchases. In equities, we added an allocation to Chinese technology companies, which diversifies our overweight position to global technology. We also made changes to our core smart beta equity allocation, by reducing the regional multifactor strategy and increasing ‘quality’ via a new position in ‘ESG’, which is an acronym used to describe companies with exposure to environmental, societal and good corporate governance standards. Within our commodity carve-out, we added copper to our higher risk funds. We did not make any changes to our investments in property this month.

Factsheets

ACUMEN Capital Protection Portfolio

ACUMEN Income-Protection Portfolio

ACUMEN Portfolio 3

(Bond)

ACUMEN Portfolio 4

(Conservative)

ACUMEN Portfolio 5

(Progressive)

ACUMEN Portfolio 6

(Adventurous)

ACUMEN Portfolio 7

(Equity)

ACUMEN Portfolio 8

(Strategic)

ACUMEN Income

Portfolio

Tavistock PROFILE 3

Tavistock PROFILE 4

Tavistock PROFILE 5

Tavistock PROFILE 6

Tavistock PROFILE 7

Tavistock PROFILE 8

Tavistock Income

ACUMEN Portfolio Holdings

ACUMEN Portfolio 3

ACUMEN Portfolio 7

ACPP

ACUMEN Portfolio 4

ACUMEN Portfolio 8

AESGPP

ACUMEN Portfolio 5

ACUMEN Income Portfolio

ACUMEN Portfolio 6

AIPP

GBP Update

Please see below our monthly Sterling chart, showing the month end GBP/USD rate of 1.24, which is below the 1, 5, 10 and 20-year averages. The chart also highlights Sterling’s purchasing power parity (PPP) as well as Capital Economics’ forecast for a return to 1.45 by the end of 2022.

The value of an investment in the Protection Portfolios, ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance. Source of data: Tavistock Wealth Limited, Thomson Reuters and Lipper for Investment Management unless otherwise stated.