Tavistock ASSET MANAGEMENT Library
December 2021
Tavistock Asset Management Literature
Investment Toolkit
Brochure
Investment Toolkit
Performance Comparison
Tavistock Asset Management Rolling 12-Month Review
Factsheets
The PROFILES
Tavistock PROFILE 3
Tavistock PROFILE 4
Tavistock PROFILE 5
Tavistock PROFILE 6
Tavistock PROFILE 7
Tavistock PROFILE 8
Tavistock Income
ACUMEN MPS
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
ACUMEN MPS ESG 3
ACUMEN MPS ESG 4
ACUMEN MPS ESG 5
ACUMEN MPS ESG 6
ACUMEN MPS ESG 7
ACUMEN MPS ESG 8
Active PROFILES
Passive PROFILES
Abacus Passive Profile 4 – DFM
SRI PROFILES
Abacus SRI Profile 8 – DFM
ONLY TITAN ASSET MANAGEMENT (FORMERLY TAVISTOCK WEALTH) DOCUMENTS BELOW
TITAN ASSET MANAGEMENT Literature
TITAN ASSET MANAGEMENT LIMITED is a wholly owned subsidiary of Titan Wealth Holdings Limited: www.titanwh.com
Quarterly Perspectives
Q1 2022
Quarterly Perspectives
Q4 2021
Quarterly Perspectives
Q3 2021
Portfolio Cost
Information Document
Factsheets
The ACUMEN Portfolios
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
The ACUMEN Protection Portfolios
ACUMEN ESG Protection
Portfolio
ACUMEN Megatrends
Protection Portfolio
ACUMEN ESG Protection
Portfolio Brochure
ACUMEN Megatrends Protection
Portfolio Brochure
Tavistock ESG
Investment Policy
ACUMEN Capital Protection Portfolio
Protection Portfolio
Availability
ACUMEN Capital Protection
Portfolio Brochure
ACUMEN Portfolio Holdings
ACUMEN Portfolio 3
ACUMEN Portfolio 7
AIPP
ACUMEN Portfolio 4
ACUMEN Portfolio 8
ACUMEN Portfolio 5
ACPP
ACUMEN Portfolio 6
ACUMEN Income Portfolio
KIIDs and other Corporate Documentation
ACUMEN OEIC Prospectus
AP3 KIID
AP4 KIID
AP5 KIID
AP6 KIID
AP6 KIID X USD Hedged
AP7 KIID
AP8 KIID
AP Income KIID
ACUMEN SID
Corporates & Trusts Application Form
OEIC Application Form
ACPP KIID
ACPP Application Form
ACPP Supplement
AMPP KIID
AMPP Application Form
AMPP Supplement
Protection Fund Prospectus
ACPP EUR KIID
ACPP USD
KIID
ACUMEN ESG
Supplement
ACUMEN ESG
KIID
ACUMEN ESG Application Form
ACUMEN Portfolios ISIN and SEDOL Codes
GBP Update
Please see below our monthly Sterling chart, showing the month end GBP/USD rate of 1.36, 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 Asset Management Limited, Thomson Reuters and Lipper for Investment Management unless otherwise stated.