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IFSL Brooks Macdonald Cautious Growth Inclusive - Class B - Accumulation (GBP)

Sell:150.40p Buy:150.40p Change: 0.40p (0.27%)
Prices as at 22 October 2019
Sell:150.40p
Buy:150.40p
Change: 0.40p (0.27%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 22 October 2019
Sell:150.40p
Buy:150.40p
Change: 0.40p (0.27%)
Prices as at 22 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

21/10/14 to 21/10/15 21/10/15 to 21/10/16 21/10/16 to 21/10/17 21/10/17 to 21/10/18 21/10/18 to 21/10/19
Annual return 8.24% 11.09% 6.20% -0.89% 4.43%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Jonathan Webster-Smith
Manager start date: 4 July 2011
Manager located in:

Jonathan is an Investment Team director of Brooks Macdonald Asset Management. He is also an investment manager with responsibility for managing discretionary client portfolios and pension funds and is head of the MPS Team. Jonathan joined Brooks Macdonald in 2001 as a graduate trainee and has gained his Financial Planning Certificate (FPC) and Advanced Financial Planning Certificate (AFPC). He is also an affiliate member of The Chartered Institute for Securities & Investment having completed the Diploma in 2005/6.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account