Global Portfolio 3


The investment objective of GLOBAL Portfolio 3 is to deliver long-term capital growth by investing in a range of global financial markets. The portfolio is typically comprised of lower and medium risk investments such as cash, bonds, and property, as well as higher risk investments such as equities and commodities.


GLOBAL Portfolio 3 is defensive and targets a risk profile of 3 on a scale from 1-10, which can be characterised as “low end of cautious to moderate risk”. The Portfolio targets annualised, long-term volatility in the range of 3.1% to 4.5%.

Download the GLOBAL 3 factsheet here:
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The value of an investment in the GLOBAL Portfolios and ACUMEN Portfolios may fall as well as rise. Past performance should not be seen as an indication of future performance.

Tavistock Wealth (Global) Limited is a wholly owned subsidiary of Tavistock Investments Plc and is an affiliate of Tavistock Wealth Limited. Tavistock Wealth Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom with Firm Reference Number 568089 (company number 7805960).
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