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Brooks Macdonald International Multi Strategy Fund Limited Cautious Balanced Strategy (0P0000SR4X)

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1.682 -0.005 -0.29%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 27.06M

Type: Fund

Market: Gibraltar

Issuer: Lloyds TSB Offshore Fund Managers

Asset Class: Other

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0P0000SR4X Overview

On this page you'll find an in-depth profile of Brooks Macdonald International Multi Strategy Fund Limited Cautious Balanced Strategy. Learn about the key management, total assets, investment strategy and contact information of 0P0000SR4X among other information.

Investment Strategy

Seek to provide a moderate return achieved through investment in Corporate Bond and Gilt Funds with a limited exposure to UK Equity and Property Funds. When compared to the Cautious Strategy, this Strategy introduces a small exposure to UK Equity Funds and contains a reduced exposure to Cash Funds. Much of the growth in value achieved by this Strategy will be through the generation of income, which will be distributed to shareholders and reinvested. Investment in this Strategy carries a modest risk of loss to capital value and return.

Contact Information

Address 5 Anley Street, St. Helier, Jersey Channel Islands JE2 3QE
,
Jersey

Phone -

Top Executives

Name	Title	Since	Until
Ben Chandler	-	2020	Now
Biography	Ben joined Brooks Macdonald in 2017 and is responsible for the management of discretionary portfolios on behalf of some of our fiduciary, institutional and private clients. Ben is co-head of our Multi Asset Class Strategy Teams and is a voting member of our Asset Allocation Committee. Ben is also a voting member of our Direct Equity Strategy Team. With over 21 years’ experience in financial services, Ben holds the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
Andrew Prosser	-	2020	Now
Biography	Andrew joined Brooks Macdonald in 2016 and is responsible for portfolio construction research. He sits on a number of strategy committees. Prior to joining Brooks Macdonald, Andrew worked at Ernst and Young. He has worked in financial services since 2012. Andrew is a Chartered Financial Analyst Charterholder, a Chartered Accountant, and holds the Investment Management Certificate (Level 4).
Andy Alford	-	2020	Now
Biography	Andy joined Brooks Macdonald in 2016 and is responsible for the management of discretionary portfolios on behalf of some of our fiduciary, institutional and private clients. He chairs both the BMI International Stocks team and the Direct Equity Strategy. He is also a voting member of the BMI Multi Asset Class Strategy Team. He has over 16 years’ experience in financial services. Andy holds the Investment Management Certificate (IMC), the CISI level 6 Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
Matthew Richards	-	2020	Now
Biography	Matthew joined Brooks Macdonald in 2019 and is responsible for portfolio construction research and performance reporting. Prior to joining Brooks Macdonald, Matthew worked at HSBC. He has over 5 years' experience in financial services. Matthew is a Member of the Chartered Institute for Securities & Investment (CISI) and he holds a BSc in International Financial Service as well as the Investment Advice Diploma. He is currently undertaking the Private Client Investment and Advice Management (PCIAM) exam.

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