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Acumen Portfolio 6 X Acc

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  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderInvestment Fund Services Limited
Fund SummaryThe 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.
Fund codeAEAXA
ManagersChristopher Peel
Manager Tenure4 years
Morningstar CategoryGBP Adventurous Allocation
IMA SectorFlexible Investment
Fund Size£207 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)1.25%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£1.3866
Buy Price£1.3866
Price Change-0.4951%
Price Date25th September 2020
YieldCurrently unavailable
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date14th March 2016
Fund StatusOPEN
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: 0.434%

Annual Returns2019201820172016
Fund Performance-2.16%+3.71%+4.57%+15.55%
Benchmark Performance
(GBP Adventurous Allocation)
Time PeriodCumulativeBenchmark Performance
(GBP Adventurous Allocation)
Fund Compared to Benchmark
1 day-0.50%-4.50%+4.01%
1 week-2.81%-1.79%-1.02%
1 month-2.78%+1.79%-4.56%
3 months5.55%+19.57%-14.02%
6 months21.37%-0.82%+22.18%
1 year1.07%+3.05%-1.97%
3 years3.28%+7.36%-4.08%
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
Since inception7.25%Currently unavailableCurrently unavailable

Currently unavailable

Dividend DatePer share amountReinvestment Price
1st November 20190.0005£1.3781
1st November 20180.0054£1.2641
1st November 20170.0185£1.2922
1st November 20160.0087£1.1695