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

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1,74 -0,00 -0,17%

13/11 - Atraso dados. Moeda em GBP

Tipo: Fundo

Mercado: Reino Unido

Emissor: Brooks Macdonald Funds Limited (IFSL)

ISIN: GB00B5W8NJ69

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 72,59M

Svs Brooks Macdonald Blueprint Cautious Growth Class B Accumulation - Vista Geral

Nesta página encontrará um perfil aprofundado de Svs Brooks Macdonald Blueprint Cautious Growth Class B Accumulation. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P0000TO4R, e mais.

Categoria

GBP Moderate Allocation

Ativos Totais

72,59M

Despesas

1,81%

Data de Início

07.07.2011

Informações de Contacto

Endereço 72 Welbeck Street
London, W1G 0AY
United Kingdom

Telefone -

Principais Executivos

Nome	Título	Desde	Até
Mark Shields	Investment Director	2021	Agora
Biografia	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	Agora
Biografia	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
Biografia	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
Biografia	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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