Portfolios
ACUMEN Protection
Prospectus
The ACUMEN Protection Portfolios comprise 3 Protection Portfolios, which have a contractual bank guarantee provided by Morgan Stanley & Co International Plc, locking in 90% of the highest-recorded Net Asset Value. These funds benefit from active fund and currency management whilst investing in ETFs and index based strategies, alongside derivatives to reduce risk and provide enhanced capital protection.
Mixed Investments 20%-60% shares
Daily Liquidity and Pricing
No Exit or Performance fees
No bid/offer spreading
Portfolios
The funds range comprises three ACUMEN Protection Portfolios.
Portfolio
|
Risk Level
|
Cost
|
Currency
|
Factsheet
|
Prospectus
|
KIID
|
---|---|---|---|---|---|---|
ACUMEN Capital Protection
|
3
|
N/A
|
GBP
|
|||
ACUMEN ESG Protection
|
4
|
N/A
|
GBP
|
|||
ACUMEN Megatrend Protection
|
3
|
N/A
|
GBP
|
|||