IFSL Brooks Macdonald Cautious Grow
|Bid Price||-||Offer Price||-|
|Mid Price||USX 111.20||Day Change||USX +0.20 (0.18%)|
|Price Date||24 Apr 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.64 %|
|Total Expense Ratio||0.00||Fund Size||91,064,326.74|
|Launch Date||20/12/2004||Standard Initial Charge (%)||5.00|
|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|
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.
Jonathan joined Brooks Macdonald in 2001 and manages bespoke discretionary portfolios on behalf of a range of clients. He is the lead manager of our Managed Portfolio Service, Multi-Asset Fund range and Levitas Funds. He is also a member of our asset allocation committee. Jonathan is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI). Jonathan sits on our fixed interest research team.