viewTavistock Investments PLC

Tavistock Investments' protected funds stand up to coronavirus volatility


  • A UK fund manager and wealth advisor
  • Protected funds doing well
  • Undertaken strategic review 

Quick facts: Tavistock Investments PLC

Price: 1.4 GBX

Market: AIM
Market Cap: £8.51 m

What Tavistock Investments does:

Tavistock Investments is a UK asset management and financial advisory services business.

The company has 200 advisers that look after 50,000 clients and more than £3.5bn of investments.

The group provides compliance, administration and accounting services to independent financial advisers as well as wealth management, advice and financial planning to individuals.


How it's doing

In April, Tavistock said its two protected unit trusts have proved themselves during the current market volatility caused by the coronavirus pandemic.

Trading results for the year to March will be in line with market expectations, said the fund manager, with the highlight the performance of the two ACUMEN protected funds.

These funds were designed specifically to shield investors from sudden and sustained falls in market values and come with guaranteed protection up to 90% of each fund's highest ever asset value.

These funds fell by less than 5% and 3%, respectively, between January and March said Tavistock, a period when the FTSE 100 dropped 24%.

Coronavirus, though, has prompted it to cut the dividend and launch a comprehensive strategic review of costs that will include the carrying value of intangible assets.

Guidance for the year to 31 March 2021 has also been dropped.


What the boss says: Brian Raven, chief executive

“Market turbulence is far from over and a potentially very deep recession lies ahead. A great many clients, particularly the less well off, cannot afford to risk further significant losses to savings or pension pots.

“These clients need security, ahead of investment upside potential. I believe that Tavistock's ACUMEN Protection Portfolios offer a safe haven solution for these cautious investors in these very difficult times.”


Inflexion points:

  • Results for the year just ended will meet expectations
  • Protected products continue to attract strong inflows
  • Consolidation opportunities


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