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Acumen Portfolio 6 X Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Investment Fund Services Limited
Fund Summary The objective of the Fund is to seek to deliver long term capital growth by investing in a range of global financial markets. The Fund is flexibly managed and comprised of multi-asset investments.
SEDOL code B7NJ0M4
ISIN GB00B7NJ0M49
Fund code AEAXA
Managers Christopher Peel
Manager Tenure 4 years
Morningstar Category GBP Adventurous Allocation
IMA Sector Flexible Investment
Fund Size £198 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 1.25%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.1652
Buy Price £1.1652
Price Change +1.3394%
Price Date 27th March 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 14th March 2016
Fund Status OPEN
Christopher Peel is the Chief Investment Ocer of Tavistock Wealth. Christopher has more than 27 years’ experience in financial markets, working with both traditional and alternative asset managers, having held senior positions at both Citibank and Salomon Brothers. Christopher holds a B.A. degree in Economics from Colorado College.

3-year Mean Monthly Return: 0.260%

Annual Returns 2019 2018 2017
Fund Performance +19.76% -9.84% +11.30%
Benchmark Performance
(GBP Adventurous Allocation)
+18.06% -7.20% +12.71%
Time Period Cumulative Benchmark Performance
(GBP Adventurous Allocation)
Fund Compared to Benchmark
1 day 1.34% -18.04% +19.38%
1 week 3.22% -14.63% +17.85%
1 month -15.83% -18.59% +2.76%
3 months -18.90% -15.55% -3.34%
6 months -15.68% -9.28% -6.40%
1 year -10.33% -1.18% -9.15%
3 years -1.61% +4.58% -6.19%
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD -18.40% +4.83% -23.24%
Since inception 3.73% Currently unavailable Currently unavailable

Currently unavailable

Dividend Date Per share amount Reinvestment Price
1st November 2019 0.0004 £1.3781
1st November 2018 0.0054 £1.2641
1st November 2017 0.0185 £1.2922
1st November 2016 0.0087 £1.1695