Financial Planning Portfolio Performance July 2022

* Index = MSCI ACWI Total Return € COMMENTARY ON PORTFOLIO PERFORMANCE – JULY 2022 Markets rebounded in July with bo...

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Financial Planning Portfolio Performance Q2 2022

Acumen Portfolio Performance Q2 2022   Commentary on Portfolio Performance – Quarter 2 2022 Markets are forward l...

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Financial Planning Portfolio Performance May 2022

Acumen Portfolio Performance YTD 2022 Commentary on Portfolio Performance – May 2022 Volatility was persistently high ...

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Financial Planning Portfolio Performance April 2022

Acumen Portfolio Performance YTD 2022 Commentary on Portfolio Performance – April 2022 Both the equity and the bond ma...

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QUARTER 1 2022 INVESTMENT REVIEW

Acumen Portfolio Performance Q1 2022   * Index = MSCI ACWI Total Return € Commentary on Portfolio Performance –...

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ACUMEN & TRUST February 2022 INVESTMENT REVIEW

Acumen Portfolio Performance YTD 2022   * Index = MSCI ACWI Total Return €     Commentary on Portfolio ...

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Financial Planning Portfolio Performance Quarter 4 2021

Acumen Portfolio Performance Q4 2021 Commentary on Portfolio Performance – Quarter 4 2021 Effective diversificatio...

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Financial Planning Portfolio Performance November 2021

Acumen Portfolio Performance YTD 2021 Commentary on Portfolio Performance – NOVEMBER 2021 Following a bountiful Oc...

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Financial Planning Portfolio Performance October 2021

Acumen Portfolio Performance Q3 2021 Commentary on Portfolio Performance – OCTOBER 2021 Acumen & Trust portfol...

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Pensions Deadline 2021

Pensions Deadline 2021 Set your retirement goals and plan for your ideal future            ...

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