Tavistock Wealth Library

June 2021

ACUMEN ESG Protection Portfolio

ACUMEN ESG Protection

Portfolio – Innovation Award

ACUMEN ESG Protection

Portfolio Factsheet

ACUMEN ESG Protection

Portfolio Brochure

Environmental, Social &

Governance Investing

Tavistock ESG

Investment Policy

Protection Portfolio Literature

ACUMEN Capital Protection

Portfolio Brochure

Protection Portfolios –

Product Specification

ACUMEN Income-Protection

Portfolio Brochure

Protection Portfolio

Availability

Fund Risk Profiling Report

(ACPP, AIPP & AEPP)

Tavistock Wealth Literature

Investment Toolkit

Brochure

The Who, What, How,

Where & Why of Investing

Tavistock PROFILES

Brochure

Tavistock Wealth Rolling

12-Month Review

Due Diligence

Questionnaire

Portfolio Cost

Information Document

Investment Toolkit

Performance Comparison

Quarterly Perspectives –

Q2 2021

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 one change to the ACUMEN Portfolios. In equities we sold our allocation to US companies in the S&P 500 materials sector, and initiated a new position providing exposure to global ‘quality’ stocks with strong and stable earnings. This is consistent with our decision to reign-in our ongoing preference for cyclical stocks exposed to the reopening narrative.

In the ACUMEN Income Portfolio, we made several changes to increase the dividend yield, which aims to deliver UK CPI +1 % over any 5-year period on a rolling basis. Within fixed income, we reduced exposure to short-dated TIPS and floating rate bonds and increased exposure to high yield and investment grade corporate bonds and sustainable development bank bonds.   

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

Abacus Active Profile 3 – DFM

Abacus Active Profile 4 – DFM

Abacus Active Profile 5 – DFM

Abacus Active Profile 6 – DFM

Abacus Active Profile 7 – DFM

Abacus Active Profile 8 – DFM

Abacus Passive Profile 3 – DFM

Abacus Passive Profile 4 – DFM

Abacus Passive Profile 5 – DFM

Abacus Passive Profile 6 – DFM

Abacus Passive Profile 7 – DFM

Abacus Passive Profile 8 – DFM

Abacus SRI Profile 3 – DFM

Abacus SRI Profile 4 – DFM

Abacus SRI Profile 5 – DFM

Abacus SRI Profile 6 – DFM

Abacus SRI Profile 7 – DFM

ACUMEN MPS 3

ACUMEN MPS 4

ACUMEN MPS 5

ACUMEN MPS 6

ACUMEN MPS 7

ACUMEN MPS 8

ACUMEN MPS 6 Income

ACUMEN MPS ESG 4

ACUMEN MPS ESG 6

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 1.37, which is below the 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.