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.
| Risk level: | 3 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 7 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 8 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
n/a |
| Ongoing charge: (OCF) |
0.44-0.56% |
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