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Acumen Income Portfolio X Acc

Ranked 255 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Peel


The fund seeks to deliver income with the potential for capital growth. The fund is actively managed and has predominant exposure to a wide range of global asset classes including equities bonds commodities property cash near cash and deposits. The Fund may also be exposed to other transferable securities and money market instruments.The fund invests in assets worldwide with no restriction to any particular sector industry geographic location or investment type.

Showing fund performance in United Kingdom View performance globally


Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 255/395 Total Return
  • Rank 181/395 Standard Deviation
  • Rank 138/395 Max Drawdown
Fund Name Currency Risk
181 Schroder Mixed Distribution A Acc GBP


181 BlackRock Managed Volatility II C Acc GBP


181 Acumen Income Portfolio X Acc GBP


181 Barclays MultiManager Portfolio 2 AD GBP

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -6.0% -3.0% 0.8% 1.5% -5.4%
2017 5.3% 2.7% 0.5% 0.9% 1.2%
2016 3.9% 6.3% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/01/2016
  • Share Class size103Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100


  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).