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Fairstone Brewin Dolphin is an active, global multi asset portfolio range managed in conjunction with Brewin Dolphin, who are one of the country’s leading discretionary wealth managers.
Brewin Dolphin have been able to use their size and pricing power to create bespoke ‘manager of manager’ OEICs in various asset classes, to reduce the cost of active management. This will see reduced costs for clients most notably in in UK & US equities, fixed income and alternatives.
Risk Level:
Range
Ongoing charge:
(OCF)
8
Partner
0.37-0.42%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Partner
0.37-0.42%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.37-0.42%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.37-0.42%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.37-0.42%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Partner
0.37-0.42%
Access to Brewin Dolphin’s well resourced asset allocation and security selection teams.
Utilises “building block” funds which allow pricing discounts to be passed on to clients, and can reduce exposure to Capital Gains Tax.
Risk targeted so the portfolio will always align with your agreed risk parameters.