IFSL Brooks Macdonald Cautious Grow

Quick Stats

Bid Price - Offer Price -
Mid Price USX 111.20 Day Change USX +0.20 (0.18%)
Price Date 24 Apr 2017 Crown Rating 3
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
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 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.