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IFSL Brooks Macdonald Balanced D Hedged Acc (0P0001764M.F)

LSE - LSE Delayed Price. Currency in EUR
1.31000.0000 (0.00%)
At close: 09:00PM BST

IFSL Brooks Macdonald Balanced D Hedged Acc

Investment Fund Services Limited

Marlborough House, 59 Chorley New Road

Management Information
Jonathan Webster-Smith,Lead Manager since June 29, 2011
Jonathan Webster-Smith is a director of Brooks Macdonald Asset Management Ltd. He is head of Managed Portfolio Service and also an investment manager with responsibility for managing discretionary client portfolios and pension funds. Jonathan joined Brooks Macdonald in 2001 as a graduate trainee and gained his Financial Planning Certificate (FPC) and Advanced Financial Planning Certificate (AFPC). He is also an affiliate member of The Chartered Institute for Securities & Investment (CISI) having completed the Diploma in 2005/6. Jonathan’s specialist research sector is: Fixed Interest.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEUR Aggressive Allocation - Global
Fund FamilyInvestment Fund Services Limited
Net AssetsN/A
YTD Return10.22%
Morningstar Rating★★★★
Inception DateDec 14, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001764M.FCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load5.50%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A