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SVS Brooks Macdonald Blueprint Cautious Growth Class B Income (0P00002BER)

伦敦

从投资组合添加/删除添加至投资组合

1.50 0.00 0%

17/05 - 闭盘. GBP 货币 ( 免责声明 )

类型: 基金

市场: 英国

ISIN: GB00B054QK84

资产类别: 股票

晨星评级:
总资产: 79.79M

0P00002BER概述

本页面提供SVS Brooks Macdonald Blueprint Cautious Growth Class B Income的详细介绍，帮助您了解0P00002BER的高管、总资产、投资策略和联系方式等信息。

种类

GBP Moderate Allocation

总资产

79.79M

费用

1.81%

开始日期

2004年12月20日

联络信息

地址 72 Welbeck Street
London, W1G 0AY
United Kingdom

电话 -

高管

名称	标题	任期	至
Mark Shields	Investment Director	2021	now
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	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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