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Protection Portfolios

PROTECTING CLIENTS MONEY DURING THE TOUGHEST OF STORMS

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.

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.

With the ACUMEN ESG 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.

“Predicting rain doesn’t count. Building arks does.”

Warren Buffet

Discover how much your clients could save

Enter values:

Result (per annum):

investment amount

£

current platform fee (%)

%
Result (per annum):

THE Platform Fee

£

client saving

£
This calculator incorporates the cost of an ISA, JISA and GIA only. SIPPs are subjected to an additional fee. See Platform Pricing here.

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