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Svs Brooks Macdonald Blueprint Cautious Growth Class B Accumulation (0P0000TO4R)

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1.76 0.00    0%
13/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Brooks Macdonald Funds Limited (IFSL)
ISIN:  GB00B5W8NJ69 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 72.32M
IFSL Brooks Macdonald Cautious Growth B Acc 1.76 0.00 0%

0P0000TO4R Overview

 
On this page you'll find an in-depth profile of Svs Brooks Macdonald Blueprint Cautious Growth Class B Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000TO4R among other information.
Category

GBP Moderate Allocation

Total Assets

72.32M

Expenses

1.81%

Inception Date

Jul 07, 2011

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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