Innovation Award Winner

ESG Protection Portfolio – 2020 Moneyfacts Investment Life & Pension Awards

We are delighted to announce that our ACUMEN ESG Protection Portfolio has won the Innovation Award at the Moneyfacts Investment Life & Pension Awards 2020.

The Innovation Award is based on a combination of Financial Advisers’ votes and feedback, and Moneyfacts own independent data and analytics team’s assessment of new products and services launched during the last year.

The Innovation Award covers the full spectrum of investment, retirement and protection products. When considering candidates for the award, the judges consider whether the product or service has the potential to be a “game-changer”, either by offering an exciting new feature or option, or by meeting a new consumer need. Other criteria include ease of understanding and a clear product rationale.

When providing a glimpse into the judges’ comments, Moneyfacts described the victory as follows:

“Despite a challenging period, there have been plenty of interesting new launches and product developments over the last 12 months but one new innovation in particular caught the eye of advisers and the judges – Tavistock Wealth’s ACUMEN ESG Protection Portfolio. The product received plenty of support from advisers who nominated it as the standout new product of the last 12 months.

The judges felt that the protection component, which ensures that clients always get back at least 90% of the highest value ever achieved by the portfolio was particularly appealing given the volatility that clients have been, and continue, to face. The fact that the fund aims to provide investors with long-term capital growth from a multi-asset portfolio comprised of holdings, which adhere to the Fund’s Environmental, Social and Governance (ESG) investment policy means that it also caters for the growing demand from investors that are looking for an investment with an ethical approach. By meeting these key client needs the Tavistock Wealth ACUMEN ESG Protection Portfolio should offer a solution to some really pressing client concerns in the current investment landscape.” – Moneyfacts 2020

Tavistock Wealth launched the ESG Protection Portfolio in 2019 to shield clients from the potentially disastrous consequences of sudden and sustained falls in market values. The portfolio offers investors an alternative, more prudent approach to medium to long term investing, whilst adhering to the Tavistock Wealth ESG investment policy.

Between 1st January and 31st March 2020, the FTSE 100 * equity index fell 24% and a broad basket of UK equities and bonds fell -8%. By contrast, the ESG Protection Portfolio fell by less than 3%. As of the 17th September the FTSE was down approximately -20% with the ESG Portfolio -2.5%. As of 17th September, an investment made in the ACUMEN ESG Protection Portfolio risked a maximum potential loss of only 4.8% of the initial investment, whilst still benefiting from the 90% high watermark guarantee going forward.

The portfolio has provided clients and advisers with peace of mind amid the volatility witnessed across financial markets and we are delighted that this has been recognised by the judging panel at Moneyfacts.

You can find out more about the ACUMEN ESG Protection Portfolio here.

* The ACUMEN ESG Protection Portfolio is globally diversified and invests across a range of asset classes. The comparison vs the FTSE 100 is for illustrative purposes only and the FTSE 100 should not be considered as a benchmark for the ACUMEN Portfolios.

 

This investment Blog is published and provided for informational purposes only. The information in the Blog constitutes the author’s own opinions. None of the information contained in the Blog constitutes a recommendation that any particular investment strategy is suitable for any specific person. Source of data: Bloomberg, Tavistock Wealth Limited unless otherwise stated.  

Want to know more about the Equity Markets?

Please contact us here:

7 + 13 =

Recent blogs
Since the Market Low

Since the Market Low

The ACUMEN Portfolios continued their strong run throughout October, largely outperforming the market composite benchmark and IA sectors (used for peer group comparison purposes) which lost ground across the board.

read more
Canary in the Vol-Mine

Canary in the Vol-Mine

With the US election just 8 days away, financial markets are following the polls and pricing in a Biden win. The prospect for a Democratic clean sweep has contributed to the rising ‘Blue Wave’ narrative benefiting those companies that stand to benefit from Democratic party policy. 

read more
Further For Longer

Further For Longer

On Tuesday Fed Chairman, Jerome Powell, made a speech at the National Association for Business Economics, during which he implied the government should err on the side of caution and provide too much stimulus rather than too little. 

read more
Smart Beta Unwrapped

Smart Beta Unwrapped

Our Chief Investment Officer, John Leiper, was recently invited to provide his valuable insights as part of ETF Stream’s video conference livestream: “Beyond Beta Europe Digital: Smart beta unwrapped”.

read more
Life Imitating Art

Life Imitating Art

Saturday Night Live has a reputation for expertly parodying presidential election debates. My all-time favourite is Al Gore (Darrell Hammond) versus George Bush (Will Ferrell) and this year didn’t disappoint with expert performances from Donald Trump (Alec Baldwin) and Joe Biden (Jim Carrey).

read more
Emerging Markets: ETF Stream

Emerging Markets: ETF Stream

Our Chief Investment Officer, John Leiper, was recently invited to provide his valuable insights into emerging markets as part of ETF Stream’s video conference livestream: “Big Call: Emerging Markets”.

read more
The Call-Up

The Call-Up

Last week the FTSE Russell decided to include Chinese government bonds in its flagship World Government Bond Index (WGBI). The decision follows similar moves, from JP Morgan and Bloomberg, and a failed attempt to do so just one year prior which resulted in a number of reforms, to increase accessibility and currency trading options, that ultimately paved the way for benchmark admission.

read more
Technical Perspectives

Technical Perspectives

In last week’s blog we discussed the ‘Nasdaq whale’, Softbank, and the role it played, alongside an army of retail investors, driving tech prices ever higher prior to the recent correction. These short-term ‘technical’ flows are driven by the options market as traders look to hedge their underlying exposure, amplifying moves both lower and higher.

read more
A Speech For The History Books

A Speech For The History Books

In a speech for the history books, last week Fed chairman Jerome Powell announced a significant change to the way it conducts monetary policy by formally announcing ‘average inflation targeting’.

read more
Room to Run

Room to Run

Despite the fact the coronavirus has plunged many countries into recession, global equity markets are now back at all-time highs, as measured by the Bloomberg World Exchange Market Capitalisation index.

read more
Rising Phoenix

Rising Phoenix

In The Return Of Inflation (5th June 2020) we made the case for a transition from the existing deflationary narrative to one in which markets start to price-in inflation.

read more
All That Glitters…

All That Glitters…

The US dollar index, which represents the value of the dollar against a basket of developed market peers, fell through key technical support to its lowest level in 2 years.

read more
Q3 2020 Quarterly Perspectives

Q3 2020 Quarterly Perspectives

Despite suffering the worst pandemic in over a century, and the sharpest economic contraction since the second world war, global equity and bond markets staged one of the fastest recoveries of all time in Q2.

read more
The Return of Inflation

The Return of Inflation

Quantitative easing, or QE, is where a central bank creates money to buy bonds. The goal is to keep interest rates low and to stimulate the economy during periods of economic stress.

read more
The Powell Pivot 2.0

The Powell Pivot 2.0

In January 2019 Jerome Powell pivoted from a policy of interest rate increases and balance sheet cuts to interest rate cuts and, later that year, balance sheet expansion.

read more
Don’t Fight The Fed

Don’t Fight The Fed

Over the last decade, the Fed has increasingly resorted to unconventional monetary policy, such as quantitative easing, or QE, to stimulate the economy.

read more
Super Contango

Super Contango

In an unprecedented day in the history of oil trading the price of the front month contract for West Texas Intermediate (WTI) oil fell below zero to -$37.63.

read more
The beginning of the end?

The beginning of the end?

The coronavirus has brought economic activity to a virtual stand-still and transformed a strong global economy, with lots of debt, to a weak economy… with lots of debt.

read more
Halcyon Days

Halcyon Days

Today, global equity markets have fallen again and yields on developed market government bonds have collapsed even further. In my opinion, there are two diametrically opposed events playing out at the same time.

read more
A Time to Remain Calm

A Time to Remain Calm

This is a time to remain calm, patient and focused on fundamentals whilst relying on sound risk management practices. Over the last week the number of confirmed cases of COVID-19 has risen to more than 83,000 people across 50 countries.

read more
ESG in the Spotlight

ESG in the Spotlight

Environmental, social and governance (ESG), a byword for sustainability, has in recent weeks occupied rarefied real estate on the landing page of several finance industry titans.

read more