Global Portfolio 5


The investment objective of GLOBAL Portfolio 5 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 5 is balanced and targets a risk profile of 5 on a scale from 1-10, which can be characterised as “low end of moderate risk”. The Portfolio targets annualised, long-term volatility in the range of 6.1% to 7.5%.


The market composite benchmark (GBP, EUR and USD Hedged) is the Bloomberg Barclays Global Aggregate Bond Index (50%) and the iShares MSCI World ETF (50%). Benchmark performance is evaluated over a rolling twelve-month investment period.

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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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