IFSL Brooks Macdonald Strategic Gro
|Bid Price||-||Offer Price||-|
|Mid Price||USX 115.50||Day Change||USX +-0.10 (0.36%)|
|Price Date||24 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||17,452,361.82|
|Launch Date||30/10/2013||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||GB00BVCX4Q72||Min TopUp (£)||1,000.00|
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.
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.