Tavistock Wealth Launches New Funds

RNS Number : 1124J

Tavistock Investments PLC

27 June 2017

 

TAVISTOCK WEALTH LAUNCHES NEW FUNDS

London (27 June 2017): Tavistock Wealth Limited ("Tavistock Wealth"), the investment management arm of the Tavistock Investments Group (AIM: TAVI), strengthens its offering with three new funds, increasing its flagship ACUMEN Portfolio range to seven risk progressive funds.

·    The ACUMEN Bond Portfolio has a minimum fixed income exposure of 80%, investing in government, corporate, inflation-linked and emerging market bonds

·    The ACUMEN Equity Portfolio has a minimum exposure of 80% to developed market and emerging market equities

·    The ACUMEN Strategic Portfolio invests in a range of global asset classes, including equities, commodities, property and bonds

The ACUMEN Portfolios can be accessed on approximately 20 different platforms or directly through the Authorised Corporate Director; Investment Fund Services Limited (IFSL). The funds are highly sophisticated baskets of Exchange Traded Funds (ETFs) which form the building blocks for Tavistock Wealth's range of risk targetted investor portfolios,  each of which typically holds:

·     50+ ETFs

·     across 9 asset classes and 98 countries

·     covering over 18,500 underlying securities

The new funds are launched in response to a consistent demand from IFAs for asset-specific strategies. They offer advisers a wider range of solutions for their clients, but most importantly, better equip Tavistock Wealth to manage risk across the entire volatility curve as shown in the associated PDF document.

Click on, or paste the following link into your web browser, to view the PDF 

http://www.rns-pdf.londonstockexchange.com/rns/1124J_-2017-6-26.pdf

Brian Raven, Chief Executive, commented: "We continuously assess our products to ensure that they protect investors in the face of political and economic uncertainties, such as those surrounding Brexit. We are now better able to mitigate risk with these additional funds and we have also increased the extent to which our overseas portfolio exposures are hedged back to sterling."

For further information please contact:

Tavistock Wealth Limited

Brian Raven, Chief Executive

Christopher Peel, Chief Investment Officer

Ben Raven, Business Development Director

[phone]

Templars Communications

Kitty Parry

Malika Shermatova

[phone]

NOTES TO EDITORS

Tavistock Wealth Limited

Tavistock Wealth Limited is the investment management arm of the Tavistock Investments Group and manages over £800m for private clients. Its investment strategy is founded on the belief that the best risk adjusted returns can be derived from actively managing a basket of index tracking Exchange Traded Funds (ETFs), including smart beta products that combine active proprietary portfolio optimisation techniques across multiple time frames. Tavistock Wealth mitigates risk with multiple layers of diversification within and between 9 asset classes and the significant use of currency hedging.

 

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