Tavistock Wealth Library

 

November 2019

Tavistock Wealth Literature

Tavistock Wealth Rolling

12-Month Review

Quarterly Perspectives –

Q3 2019

Quarterly Perspectives –

Q4 2019

Tavistock PROFILES

Brochure

ACUMEN Capital Protection

Portfolio Brochure

ACUMEN Income-Protection

Portfolio Brochure

Dynamic Planner Literature

Research Note

(ACPP & AIPP)

Fund Risk Profiling Report

(ACPP & AIPP)

ACPP

Certificate

AIPP

Certificate

Publications

Market Commentary

08/01/2020

Market Commentary

  11/12/2019

Market Update:

October 2018

He Who Recommends it

Shall be Liable for it

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Monthly Portfolio Changes

This month we made several changes to the portfolios. In fixed income, we booked gains on our overweight allocation to US mortgage-backed securities, reduced duration in global government bonds and initiated a new position in hard-currency EM corporate bonds. We did not make any changes to our investments in equities, commodities or 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

GBP Update

Please see below our monthly Sterling chart, showing the month end GBP/USD rate of 1.29, which is below the, 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 2020.

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.