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IFSL Brooks Macdonald Defensive Capital B Acc

Ranked 40 out of 59 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

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).

Objective

The fund aims to increase the value of your shares over the longer term. The fund will also aim to achieve a positive absolute return on a 3 year rolling basis irrespective of the performance of financial markets. The fund invests in tradable debt (bonds and notes), convertible securities (tradable debt which can be converted into shares), shares and other investment funds which carry a defined return. The fund may use financial contracts (derivatives) to achieve its aim and to manage risk, reduce costs and improve results.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 4.3% 2.7% 0.6% 0.2% 0.8%
2016 8.6% -0.6% 0.8% 6.7% 1.7%
2015 1.8% 3.9% -1.7% -2.3% 2.1%
2014 3.7% -0.1% 1.6% 0.7% 1.5%
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 size545Mn
  • Base currencyGBX
  • ISIN GB00B62WNX98

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

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Brooks Macdonald Defensive Capital fund hits £100 million mark

Brooks' Defensive Capital fund, run by AA-rated Gumpel and Eggar, has reached the £100 million AUM milestone.

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