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.
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).
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.
Rank 32/45 Total Return
Rank 15/45 Standard Deviation
Rank 16/45 Max Drawdown
|31||WAY Absolute Return Portfolio Retail Acc||
|32||IFSL Brooks Macdonald Defensive Capital B Acc||
|33||Putnam Total Return S GBP||
|34||S&W Saltus Multi Asset Class Inc||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date21/12/2006
- Share Class size03Mn
- Base currencyGBP
- Min. initial investment2,500
- Min. additional investment100
- Annual management1.5%
- Initial investment5