IFSL Brooks Macdonald Strategic Gro

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 116.00 Day Change GBX -1.10 (-0.94%)
Price Date 2 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 0.00 Fund Size 14,311,187.00
Launch Date 30/10/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BDX8Y871 Min TopUp (£) 1,000.00

Fund Objective

The fund is actively managed and invests primarily, but not exclusively, in global equities largely through collective investment schemes. The fund aims to generate capital growth over the longer term. The fund also invests in a small diversified mix of asset classes including fixed income securities, alternative investments, 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.