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IFSL Brooks Macdonald Defensive Capital B Acc

Ranked 20 out of 46 in - Absolute Return over 12 months
All calculations are in GBP

Managed by

Jonathan Gumpel

Jonathan Gumpel is currently a director at Brooks Macdonald Asset Management. He has been managing the IFSL Brooks Macdonald Defensive Capital Fund since its launch in March 2010 using a defensive equity investment style. He holds the IMC designation and has more than 20 years of experience in the finance industry having previously worked at Chase de Vere (PMMM).

Robin Eggar

Robin Eggar is investment team director at Brooks Macdonald Asset Management and co-manager of the IFSL Brooks Macdonald Defensive Capital Fund. Robin graduated from the University of Edinburgh with a master's in economic history and holds the Advanced Financial Planning Certificate (AFPC) and Investment Management Certificate (IMC). Away from the office, he enjoys golf, shooting, rugby, soccer and skiing.

Objective

To achieve consistent long-term capital growth through a portfolio of defined return assets, such as preference shares, loan notes, convertibles, structured notes and other defined return investments, including collective investment schemes and transferable securities, that do not require market growth to provide a positive capital return and are supported by significant underlying asset cover.

Performance

Absolute Return over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.2% -0.1% 1.7% 0.7%
2013 7.7% 4.1% -0.1% 1.6% 2.0%
2012 7.8% 4.0% -1.1% 3.3% 1.5%
2011 0.1% 0.1% 1.6% -3.6% 2.1%
2010 10.7% 3.6% -3.4% 6.6% 3.7%
2009 19.7% -7.6% 16.3% 11.2% 0.2%
2008 -18.6% -3.3% 0.6% -6.3% -10.7%
2007 1.8% -0.8% 4.0% -3.3% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/12/2006
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B62WNX98

Purchase Info

  • Min. initial investment2,500
  • Min. additional investment100

Charges

  • Annual management1.5%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).