Easy Does It…

“There are no bonus points for complicated investments.

–Warren Buffett–

With the ACUMEN Protection Portfolios, you can protect a significant amount of your initial investment, as well as protect a substantial amount of any potential future profits.


Protection Available


With protection provided by Morgan Stanley, you can put your mind at ease knowing that up to 90% protection is available within the Protection Portfolios. This means you can securely lock-in up to 90% of the highest ever upside since launch of the fund* and every time the fund achieves a new high, a new 90% is locked in. The fund limits the downside to a maximum of 10% of its high giving you further peace of mind.

*90% protection is applicable to the ACUMEN Capital Protection Portfolio and ACUMEN ESG Protection Portfolio
**85% protection is applicable to the ACUMEN Income-Protection Portfolio

Call: +44 (0)1753 867000

email: investments@tavistockwealth.com

Our ACUMEN Protection Portfolios

ACUMEN ESG Protection Portfolio Brochure

ACUMEN Capital Protection Portfolio Brochure

ACUMEN Income Protection Portfolio Brochure

Tavistock Wealth Literature

ACUMEN ESG Protection Portfolio – Innovation Award
ACUMEN ESG Protection Portfolio Factsheet
ACUMEN Capital Protection Portfolio Factsheet
ACUMEN Income Protection Portfolio Factsheet
Environmental, Social & Governance Investing
Tavistock ESG
Investment Policy
Protection Portfolio
Fund Risk Profiling Report

The value of an investment may fall as well as rise. 

Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).

Tavistock Wealth does not provide financial advice and this website is not a recommendation that any particular investment decision is suitable for any particular person. Therefore the information contained within this website is provided for informational purposes only. The value of investments can do down as well as up.