Fact sheet: ACUMEN Progressive Ptfl

Fund information

Fund name
ACUMEN Progressive Portfolio X Acc
Fund company manager
Tavistock Wealth Limited
Fund type
OIC
Fund manager
Sefi Roth
since 12/09/2014
Fund objective
The investment objective of the ACUMEN Progressive Portfolio is to deliver long term capital growth by investing in a range of global financial markets. The portfolio is typically comprised of higher risk investments such as equities and commodities but will also contain a few medium risk investments such as bonds and property.
Benchmark
-
Investment style
Active,Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

16.95 %

1 Year rank in sector

217/271

Sector

UT Mixed Investment 40-85% Shares

Yield

0.6

Fund size

£ 54.1 m

FE Risk score

61

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    39.113%
  • USA
    29.7603%
  • Japan
    4.9142%
  • Australia
    4.2565%
  • France
    2.6472%
  • UK Equities
    24.9807%
  • US Equities
    18.4009%
  • UK Fixed Interest
    10.0192%
  • Property Shares
    8.6113%
  • US Fixed Interest
    7.4257%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.78 %6.06 %16.95 %0 %0 %
Sector1.89 %7.6 %20.61 %27.76 %57.21 %
Rank within sector255 / 281215 / 275217 / 271 / /
Quartile th4 th4 th4 th th th

Calendar performance

YTD-20172016201520142013
Fund5.52 %12.59 %1.38 %0 %0 %
Sector6.87 %13.29 %2.25 %4.96 %13.5 %
Rank within sector212 / 275152 / 260177 / 246 / /
Quartile th4 th3 rd3 rd th th

Price movement

52 week high127.27
52 week low105.78
Current bid price0
Current offer price0
Current mid price125.94

Holdings by region

  • 39.113% UK
  • 29.7603% USA
  • 4.9142% Japan
  • 4.2565% Australia
  • 2.6472% France
  • 2.5007% Germany
  • 2.3444% Hong Kong
  • 1.6062% Canada
  • 0.9722% Italy
  • 0.9656% Money Market

Holdings by sector

-

Holdings by asset type

  • 24.9807% UK Equities
  • 18.4009% US Equities
  • 10.0192% UK Fixed Interest
  • 8.6113% Property Shares
  • 7.4257% US Fixed Interest
  • 3.7224% Japanese Equities
  • 3.5044% Australian Equities
  • 1.6682% Hong Kong Equities
  • 1.4895% Alternative Assets
  • 1.2852% French Equities

Individual holdings

-