January 2022

Monthly Portfolio Changes

In January we made several changes to the equity portion of the ACUMEN Portfolios. We reduced our exposure to “long duration” green energy firms and global equities with an ESG screen, favouring lower volatility, high-quality global and UK dividend paying firms.

King Model Portfolio 3

King Model Portfolio 4

King Model Portfolio 5

King Model Portfolio 6

King Model Portfolio 7

King Model Portfolio 8

King Equity Growth

King Income Portfolio

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.