SVS Brooks Macdonald Cautious Growth

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SVS Brooks Macdonald Blueprint Cautious Growth Class A Accumulation

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

180.40p

arrow-up0.30p (+0.17%)

Fund Code

BMCAA

B5T81S4

GB00B5T81S44

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerMark Shields, Frank Atkins
180.5
165.8
Fund comparative indexIA Mixed Investment 20-60% Shares
Mixed Investment 20-60% Shares
-
0.98
0.13
0.00
GBP Allocation 40-60% Equity
No
Fund providerBrooks Macdonald Asset Management Ltd
Share class launch date07 Jul 2011
£79.73m
-
1.69
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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