SVS Brooks Macdonald Blueprint Defensive Income

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There is only one type of share class for this fund.

SVS Brooks Macdonald Blueprint Defensive Income Class A Income

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

118.80p

arrow-up0.20p (+0.17%)

Fund Code

BMDAI

B054QL9

GB00B054QL91

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Sub-Fund aims to provide income over the long term (at least five years), while maintaining capital. 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 allocation to shares will remain within a 0% - 35% range, in line with the investment manager’s strategy to invest in a defensive range of income generating assets.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Brooks Macdonald Asset Management Ltd

Fund launch date

31 Jan 2005

Domicile

United Kingdom

UCITS

Yes

Fund manager

Mark Shields

Manager start date

01 Jan 2021

Fund manager 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.

Fund manager

Frank Atkins

Manager start date

01 Jan 2021

Fund manager 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).

Head office

72 Welbeck Street

London

United Kingdom

W1G 0AY

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