IFSL Brooks Macdonald Strategic Gro
|Bid Price||-||Offer Price||-|
|Mid Price||USX 107.80||Day Change||USX +0.60 (0.44%)|
|Price Date||9 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||14,962,686.00|
|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 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.