SVS Brooks Macdonald Blueprint Cautious Growth Class B Accumulation(0P0000TO4R)

倫敦

從投資組合中新增/移除新增至觀察名單

1.76 0.00 0%

13/12 - 關閉. GBP 貨幣

種類: 基金

市場: 英國

發行者: Brooks Macdonald Funds Limited (IFSL)

國際證券識別碼(ISIN): GB00B5W8NJ69

資產類別: 股票

晨星評級:
總資產: 72.32M

0P0000TO4R綜觀

你可在本頁找到深入的SVS Brooks Macdonald Blueprint Cautious Growth Class B Accumulation公司檔案，包括0P0000TO4R的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

GBP Moderate Allocation

總資產

72.32M

費用

1.81%

基金成立

2011年7月7日

聯絡資訊

地址 72 Welbeck Street
London, W1G 0AY
United Kingdom

電話 -

主要管理層

名稱	主旨	成立於	直至
Mark Shields	Investment Director	2021	now
自傳	Mark joined Brooks Macdonald in 2007 and co-manages the Managed Portfolio Service and Multi-Asset Fund range. Prior to joining Brooks Macdonald, Mark worked at Private Equity Intelligence for a year. He has over 14 years’ experience in financial services. Mark is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and holds the Investment Management Certificate (IMC). Mark heads up our thematic research team, as well as being a member of our UK funds research team.
Frank Atkins	Investment Director	2021	now
自傳	Frank joined Brooks Macdonald in 2010 and co-manages our Managed Portfolio Service and Multi-Asset Fund range. Prior to joining Brooks Macdonald, Frank worked at Barclays Wealth. He has over 10 years’ experience in financial services. Frank holds the Investment Management Certificate (IMC) and the Certificate in Private Client Investment Advice & Management (PCIAM).
Jonathan Webster-Smith	Chief Investment Officer	2011	2020
自傳	Jonathan is the Chief Investment Officer & Managing Director of Bowmore Asset Management. He is responsible for the determination and implementation of the investment management process, along with the development of innovative investment solutions to help our clients both now and in the future. Jonathan previously worked for more than 20 years with Brooks Macdonald where he held the position of Director – Head of Multi-Asset. He was responsible for the establishment and development of their model portfolio and multi-asset offerings and oversaw the rapid growth of the Multi-Asset Team since its inception in 2003 until his resignation in November 2020 when he was responsible for managing assets of around £2.5bn. Jonathan’s role over the years saw him sit on the Asset Allocation committee as well as management committees for both the investment management business and distribution.
Alan Stokes	Portfolio Manager	2004	2011
自傳	Alan joined Lawrence House Fund Managers in June 2004 to manage its range of Multi Manager portfolios and launch the company's Multi Manager OEIC. He started his investment career in 1969 and since then has worked for several financial institutions, most recently as Head of Multi Manager Funds at Solus Fund Mangers, part of private bank Brown Shipley. Alan is a regular media commentator on collective funds and is a Fellow of The Securities Institute.
Mike Sargeant	-	2004	2009

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