IFSL Brooks Macdonald Strategic Gro

Quick Stats

Bid Price - Offer Price -
Mid Price USX 118.10 Day Change USX 0.40 (-1.46%)
Price Date 22 May 2017 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 19,908,454.42
Launch Date 30/10/2013 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 GB00BVCX4Q72 Min TopUp (£) 1,000.00

Fund Objective

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.

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.