OTC Markets OTCPK - Delayed Quote USD

ACUMEN Portfolio 4 USD Acc (0P0001AKGE)

1.2141 0.0000 (0.00%)
As of June 21 at 4:00 PM EDT. Market Open.

Fund Summary

ACUMEN Portfolio 4 USD Acc

101 Wigmore Street

Fund Overview

Category --
Fund Family Titan Asset Management Limited
Net Assets 77.11M
YTD Return 0.00%
Yield 0.00%
Morningstar Rating
Inception Date Apr 21, 2023

Fund Operations

Last Dividend 0.00
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001AKGE Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John Leiper is the Chief Investment Officer of Titan Asset Management. Together with the investment management team, he manages the centralised investment proposition at the firm, comprising the ACUMEN Portfolios, Mazarin funds and inhouse MPS. John has more than 15 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley and Credit Suisse. John holds a BSc degree in Economics from Warwick University, an MSc degree in Economic History from the London School of Economics and is a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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