IFSL Brooks Macdonald Defensive Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 105.50 Day Change GBX -0.10 (-0.09%)
Price Date 21 Apr 2017 Crown Rating 1
Shares Class Inc. Yield 2.70 %
Total Expense Ratio 0.00 Fund Size 37,468,500.00
Launch Date 20/12/2004 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BVCX4H81 Min TopUp (£) 1,000.00

Fund Objective

The fund is actively managed and invests primarily in fixed interest, as well as defensive equities and alternative assets. The fund aims to generate income over the long term. It invests in a variety of collective investment schemes to provide an overall defensive mix of income generating assets, and may also invest in 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.