IFSL Brooks Macdonald Cautious Grow

Quick Stats

Bid Price - Offer Price -
Mid Price USX 107.70 Day Change USX +0.10 (0.47%)
Price Date 21 Oct 2016 Crown Rating 4
Shares Class Inc. Yield 0.70 %
Total Expense Ratio 0.00 Fund Size 71,316,753.00
Launch Date 20/12/2004 Standard Initial Charge (%) 5.00
Currency USX ISA Eligible No
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BVCX4D44 Min TopUp (£) 1,000.00

Fund Objective

The fund is actively managed and invests primarily in fixed interest and equity markets, largely through collective investment schemes. The fund aims to provide investors with long-term capital growth and income. It invests in a cautious mix of asset classes that may also include transferable securities, money market instruments, exchange-traded funds, cash, and cash deposits.

Fund Managers

Jonathan Webster-Smith
Jonathan joined Brooks Macdonald as a trainee investment manager in 2001, after graduating from the University of Southampton. He currently holds the position of Director, Head of Multi-Asset and is the lead manager of the Brooks Macdonald Managed Portfolio Service and Multi-Asset Fund range. He is also a member of our asset allocation committee. Jonathan is a chartered member of the Chartered Institute for Securities & Investment.