IFSL Brooks Macdonald OEIC
Brooks Macdonald currently manages an OEIC. Within this OEIC there are four sub funds: Balanced Managed Fund, Cautious Managed Fund, UK Equity Income Fund and the Structured Growth Fund.
The IFSL BM Balanced Managed Fund aims to provide capital growth through investment in a diversified portfolio of collective investment schemes, giving exposure to many of the world’s stock markets. To view the latest factsheet click here
The ISFL BM Cautious Managed Fund aims to provide a combination of income and capital growth through investment in a diversified portfolio of collective investment schemes, the predominance of which, primarily investing in UK equities and fixed interest securities. This will give indirect exposure to fixed interest securities, equities, equity-linked investments and cash selected from various markets worldwide encompassing a variety of economic sectors. To view the latest factsheet click here
The IFSL BM UK Equity Income Fund aims to provide income, with the potential for capital growth, through investment in a diversified portfolio of collective investment schemes, the predominance of which, primarily investing in UK equities. To view the latest factsheet click here
The IFSL BM Structured Growth Fund aims to to achieve long-term capital growth though a portfolio of structured growth investments, such as zero dividend preference shares, structured notes and other defined return investments including collective investment schemes and transferable securities. To view the latest factsheet click here
To access online valuations for your BM OEIC using your usual log-in details, please click on the links below:
IFA login - Click here to login to the IFA application
Investor registration - Click here to register for the online service
For further information regarding any of the BM funds please call us on 020 7408 5548 or e-mail at info@bm-am.com.
