Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
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Fairstone Brooks Macdonald (Growth and Income) is an active, global multi asset portfolio range managed in conjunction with Brooks Macdonald, a large UK wealth and fund management firm with over 30 years of multi asset portfolio management.
The range of portfolios contain both income and growth focused portfolios, to cater to different client preferences along the risk spectrum. The portfolios towards the lower end of the risk scale have a total return focus with an income emphasis, whilst those at the top end of the risk scale are growth oriented.
The portfolios are run by an experienced team of managers in line with a centralised investment process, allowing investors to leverage the expertise of Brooks’ asset allocation and investment committees, and specialist sector research teams.
There is an emphasis on diversified investment portfolios across the risk spectrum, constructed through the pooling of teams’ expertise across the different aspects of the investment process.
Risk Level:
Range
Ongoing charge:
(OCF)
8
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.44-0.56%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Partner
0.44-0.56%
Access to Brooks Macdonald’s well resourced asset allocation and security selection teams.
Risk targeted so the portfolio will always align with your agreed risk parameters.