Tavistock ASSET MANAGEMENT Library

January 2023

Tavistock Asset Management Literature

Investment Toolkit
Brochure

Abacus Active – DFM Profiles
Quarterly Update (Q4 2022)

Quarterly ESG Report TAM (Q1 2023)

Investment Toolkit
Performance Comparison

Abacus Passive – DFM Profiles
Quarterly Update (Q4 2022)

Tavistock Asset Management
ESG Investment Policy

Monthly Update: ACUMEN
MPS

Abacus ESG – DFM Profiles
Quarterly Update (Q4 2022)

Monthly Update: ACUMEN Portfolios

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

Abacus Active Profile 3 – DFM

Abacus Active Profile 4 – DFM

Abacus Active Profile 5 – DFM

Abacus Active Profile 6 – DFM

Abacus Active Profile 7 – DFM

Abacus Active Profile 8 – DFM

Passive PROFILES

Abacus Passive Profile 3 – DFM

Abacus Passive Profile 4 – DFM

Abacus Passive Profile 5 – DFM

Abacus Passive Profile 6 – DFM

Abacus Passive Profile 7 – DFM

Abacus Passive Profile 8 – DFM

ESG PROFILES

Abacus ESG Profile 3 – DFM

Abacus ESG Profile 4 – DFM

Abacus ESG Profile 5 – DFM

Abacus ESG Profile 6 – DFM

Abacus ESG Profile 7 – DFM

Abacus ESG 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
Q4 2022

Quarterly Perspectives
Q3 2022

Quarterly Perspectives
Q2 2022

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 Brochure

ACUMEN ESG Protection
Portfolio Brochure

ACUMEN Capital Protection Portfolio

Protection Portfolio
Availability

ACUMEN Capital Protection
Portfolio Brochure

ACUMEN Megatrends
Protection Portfolio

ACUMEN Portfolio Holdings

ACUMEN Portfolio 3

ACUMEN Portfolio 7

AMPP

ACUMEN Portfolio 4

ACUMEN Portfolio 8

AESGPP

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

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

ACUMEN ESG
Supplement

ACUMEN ESG
KIID

ACUMEN ESG Application Form

ACUMEN Portfolios ISIN and SEDOL Codes

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.