King MODEL PORTFOLIO Factsheets
Monthly Portfolio Changes
In December we made several changes to the ACUMEN Portfolios. In equities we reduced our exposure to developed market high dividend equities transitioning to European value. In fixed income we reduced our high yield exposure favouring sovereign government debt given the tightening monetary environment.
The value of an investment in the King Model portfolios, Acumen Protection Portfolios or ACUMEN Portfolios may fall as well as rise. Past performance should not be seen as an indication of future performance. Source of data: Tavistock Asset Management, Thomson Reuters and Lipper for Investment Management unless otherwise stated.