UK wealth manager Tavistock rolls out three new ETF portfolios

Jul 5th, 2017 | By | Category: ETF and Index News

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UK-based wealth manager Tavistock has introduced three new ETF-based portfolios as an extension of its Acumen range of investment solutions.

UK wealth manager Tavistock rolls out three new ETF portfolios

The Tavistock Acumen range now consists of seven ETF-based portfolios.

The new launches include the Acumen bond portfolio, which invests in global bonds (developed and emerging); the Acumen Equity Portfolio, which invests in global equities; and the Acumen Strategic Portfolio, which invests in a range of asset classes.

The bond portfolio invests primarily in government bond ETFs (56%), corporate bond ETFs (31%) and emerging market bond ETFs (7%). Its largest regional exposures are to North America (57%), the UK (23%) and Europe ex-UK (13%).

The equity portfolio invests in developed market equity ETFs (90%) and emerging market equity ETFs (8%). Its regional exposures are to North America (46%), Europe ex-UK (22%), Japan (12%), the UK (11%) AND Asia ex-Japan (6%).

The strategic portfolio invests primarily in developed equity ETFs (67%), property equity ETFs (16%) and commodity ETFs (10%). Its regional exposures are to North America (43%), the UK (24%), Japan (13%) and Europe ex-UK (12%).

Tavistock said in a statement that the funds were also launched ‘in response to a consistent demand from IFAs for asset-specific strategies’. The new funds can be accessed through 20 different platforms.

Following these recent launches, the Tavistock Acumen range consists of seven investment portfolios. The existing four portfolios, also composed exclusively with ETFs, provide global multi-asset exposure with each designed to suit a different degree of investor risk tolerance. They include the Acumen Conservative Portfolio, the Acumen Income Portfolio, the Acumen Progressive Portfolio and the Acumen Adventurous Portfolio.

Tavistock was formed in 2013 and has grown to manage over $600 million in assets on behalf of retail clients.

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