Fund Options

All investment fund options are managed to the highest standard of European regulation (referred to as UCITS IV). For more information on the available options, please select from the list below.

Acumen Capital Protection Portfolio

With the ACUMEN Capital Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen Income Protection Portfolio

With the ACUMEN Income-Protection Portfolio the protection level is 85% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen Bond Portfolio

The ACUMEN Bond Portfolio can be described as low risk and does not offer protection. The portfolio typically invests in one asset class (bonds).

Acumen Conservative Portfolio

The ACUMEN Conserative Portfolio can be described as low to medium risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen INCOME Portfolio

The ACUMEN Income Portfolio can be described as medium risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Progressive Portfolio

The ACUMEN Progressive Portfolio can be described as medium to high risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Adventurous Portfolio

The ACUMEN Adventurous Portfolio can be described as high risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Equity Portfolio

The ACUMEN Equity Portfolio can be described as high risk and does not offer protection. The portfolio typically invests in one asset class (equities).

Acumen Strategic Portfolio

The ACUMEN Strategic Portfolio can be described as high risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Capital Protection Portfolio

With the Acumen Capital Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen Income Protection Portfolio

With the Acumen Income-Protection Portfolio the protection level is 85% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen Bond Portfolio

The Acumen Bond Portfolio can be described as low risk and does not offer protection. The portfolio typically invests in one asset class (bonds).

 

Acumen Conservative Portfolio

The Acumen Conserative Portfolio can be described as low to medium risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen INCOME Portfolio

The Acumen Income Portfolio can be described as medium risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Progressive Portfolio

The Acumen Progressive Portfolio can be described as medium to high risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Adventurous Portfolio

The Acumen Adventurous Portfolio can be described as high risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

Acumen Equity Portfolio

The Acumen Equity Portfolio can be described as high risk and does not offer protection. The portfolio typically invests in one asset class (equities).

Acumen Strategic Portfolio

The Acumen Strategic Portfolio can be described as high risk and does not offer protection. The portfolio typically invests in a range of asset classes (equities, bonds, commodities and property).

i-stock

This website is for information purposes only. i-stock does not provide financial advice and an account can only be opened via the i-stock app which is available below.

 

Opening an Account

When creating an i-stock account via the app, you will be asked to acknowledge that you have read, and accept, our Terms & Conditions, Privacy Policy, and the Key Features document for your chosen product (ISA or GIA). You will also be asked to confirm you have not received financial advice from i-stock.

Making a Deposit

When making a deposit, you will be asked to acknowledge that you have read the Key Investor Information Document (KIID) and been presented with the Brochure, Prospectus and Supplement for your chosen investment fund. All of these documents, for each of the available options, can be found on our Investment Fund Options page. You will also be asked to confirm you wish to proceed with your deposit and that you have not received financial advice from i-stock.

 

 

 

i-stock is a trading style of Tavistock Wealth Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 568089. Registered in England and Wales. Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 07805960. Tavistock Wealth Limited is a wholly owned subsidiary of Tavistock Investments Plc. The product provider for the i-stock ISA and GIA is Gaudi Regulated Services Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 488015. Registered in England and Wales. Registered office 2 Oakridge Office Park, Whaddon, Salisbury, SP5 3HT, Company Number 06638918.

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