May 2019
Tavistock Wealth Literature
Introduction to
Tavistock Wealth
Tavistock PROFILES
Brochure
ACUMEN Capital Protection
Portfolio Brochure
ACUMEN Income-Protection
Portfolio Brochure
Tavistock Wealth
DDQ
Tavistock Wealth Rolling
12-Month Review
Quarterly Perspectives –
Q2 2019
Quarterly Perspectives –
Q1 2019
Dynamic Planner Literature
Research Note
(ACPP & AIPP)
Fund Risk Profiling Report
(ACPP & AIPP)
ACPP
Certificate
AIPP
Certificate
Publications
History of the UK
Stock Market (1925 – 2018)
5 Years Avoiding the Storm:
Stick or Twist?
Market Update:
October 2018
He Who Recommends it
Shall be Liable for it
For more publications please click here
Monthly Portfolio Changes
Factsheets
ACUMEN Capital Protection Portfolio
ACUMEN Income-Protection Portfolio
ACUMEN Bond
Portfolio
ACUMEN Conservative
Portfolio
ACUMEN Income
Portfolio
ACUMEN Progressive
Portfolio
ACUMEN Adventurous
Portfolio
ACUMEN Equity
Portfolio
ACUMEN Strategic
Portfolio
Tavistock PROFILE 3
Tavistock PROFILE 4
Tavistock PROFILE 5
Tavistock PROFILE 6
Tavistock PROFILE 7
Tavistock PROFILE 8
Tavistock Income
GBP Update
Please see below our monthly Sterling chart, showing the month end GBP/USD rate of 1.26, which is below the 1, 5, 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 1.50 by the end of 2020.
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.