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Svs Brooks Macdonald Blueprint Cautious Growth Class B Income (0P00002BER)

London

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1.50 0.00 0%

13/12 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 72.32M

Type: Fund

Market: United Kingdom

ISIN: GB00B054QK84

Asset Class: Equity

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0P00002BER Overview

On this page you'll find an in-depth profile of Svs Brooks Macdonald Blueprint Cautious Growth Class B Income. Learn about the key management, total assets, investment strategy and contact information of 0P00002BER among other information.

Investment Strategy

The Sub-Fund aims to deliver capital growth over the long term (at least five years), while providing income. The Sub-Fund will invest at least 70% in a range of open and closed-ended funds to obtain an exposure to a mix of fixed income securities and shares. The Sub-Fund is actively managed and the allocation between the fixed income securities and shares in which the Sub-Fund invests will vary in response to short term market conditions. However, the investment manager operates a cautious strategy, meaning that the allocation to shares will remain within a 20%-60% range.

Contact Information

Address 72 Welbeck Street
London, W1G 0AY
United Kingdom

Phone -

Top Executives

Name	Title	Since	Until
Mark Shields	Investment Director	2021	Now
Biography	Mark joined Brooks Macdonald in 2007 and co-manages the Managed Portfolio Service and Multi-Asset Fund range. Prior to joining Brooks Macdonald, Mark worked at Private Equity Intelligence for a year. He has over 14 years’ experience in financial services. Mark is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and holds the Investment Management Certificate (IMC). Mark heads up our thematic research team, as well as being a member of our UK funds research team.
Frank Atkins	Investment Director	2021	Now
Biography	Frank joined Brooks Macdonald in 2010 and co-manages our Managed Portfolio Service and Multi-Asset Fund range. Prior to joining Brooks Macdonald, Frank worked at Barclays Wealth. He has over 10 years’ experience in financial services. Frank holds the Investment Management Certificate (IMC) and the Certificate in Private Client Investment Advice & Management (PCIAM).
Jonathan Webster-Smith	Chief Investment Officer	2011	2020
Biography	Jonathan is the Chief Investment Officer & Managing Director of Bowmore Asset Management. He is responsible for the determination and implementation of the investment management process, along with the development of innovative investment solutions to help our clients both now and in the future. Jonathan previously worked for more than 20 years with Brooks Macdonald where he held the position of Director – Head of Multi-Asset. He was responsible for the establishment and development of their model portfolio and multi-asset offerings and oversaw the rapid growth of the Multi-Asset Team since its inception in 2003 until his resignation in November 2020 when he was responsible for managing assets of around £2.5bn. Jonathan’s role over the years saw him sit on the Asset Allocation committee as well as management committees for both the investment management business and distribution.
Alan Stokes	Portfolio Manager	2004	2011
Biography	Alan joined Lawrence House Fund Managers in June 2004 to manage its range of Multi Manager portfolios and launch the company's Multi Manager OEIC. He started his investment career in 1969 and since then has worked for several financial institutions, most recently as Head of Multi Manager Funds at Solus Fund Mangers, part of private bank Brown Shipley. Alan is a regular media commentator on collective funds and is a Fellow of The Securities Institute.
Mike Sargeant	-	2004	2009

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	IFSL Brooks Macdo.	1.50	0.00	0%