Tavistock Wealth Library

October 2019

Tavistock Wealth Literature

Tavistock Wealth Rolling

12-Month Review

Quarterly Perspectives –

Q3 2019

Quarterly Perspectives –

Q4 2019

Tavistock PROFILES


ACUMEN Capital Protection

Portfolio Brochure

ACUMEN Income-Protection

Portfolio Brochure

Dynamic Planner Literature

Research Note


Fund Risk Profiling Report







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

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Monthly Portfolio Changes

This month we made a number of changes to standardise our fixed income and equity exposure across the portfolios. We did not make any changes to our investments in commodities and property this month.


ACUMEN Capital Protection Portfolio

ACUMEN Income-Protection Portfolio

ACUMEN Portfolio 3


ACUMEN Portfolio 4


ACUMEN Portfolio 5


ACUMEN Portfolio 6


ACUMEN Portfolio 7 


ACUMEN Portfolio 8




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 1.29, 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 1.45 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.