Expert oversight
Managed by Brooks Macdonald’s experienced Model Portfolio Service (MPS) team, supported by specialists in asset allocation and sector research to deliver optimal investment strategies.
Fairstone Brooks Macdonald offers an actively managed, globally diversified portfolio range developed in partnership with Brooks Macdonald. With over 30 years of experience, it provides both growth and income-focused solutions designed to outperform the market
Managed by Brooks Macdonald’s experienced Model Portfolio Service (MPS) team, supported by specialists in asset allocation and sector research to deliver optimal investment strategies.
Utilises a “barbell” strategy, balancing safer, stable investments with higher-risk, potentially higher-reward opportunities to optimise both risk and return.
Offers portfolios designed to cater to both income focused investors seeking regular cash flow and growth-oriented investors looking for long-term capital appreciation.
The portfolio is aligned with your agreed risk level, ensuring it stays within your comfort zone while adapting to changing market conditions.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 7 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 8 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.40-0.50% |
Gain deeper insights into investment principles, portfolio construction, and comprehensive product education to enhance your knowledge.
Investment Knowledge Hub