King MODEL PORTFOLIO Factsheets
Monthly Portfolio Changes
In February we made several changes to the equity portion of the ACUMEN Portfolios. Within equities we reduced our exposure to the global quality factor and US healthcare stocks and increased our exposure to the UK and Europe, particularly to those companies paying high and stable dividends. Within emerging markets, we rotated out of a broad-based position providing exposure to those companies with strong ESG credentials, and into dividend focused firms in Asia Pacific.
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.