SVS Brooks Macdonald Blueprint Cautious Growth

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SVS Brooks Macdonald Blueprint Cautious Growth Class A Accumulation

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

185.30p

arrow-up0.20p (+0.11%)

Fund Code

BMCAA

B5T81S4

GB00B5T81S44

Prices updated as at 17 Mar 2025
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Prices in GBX
Investment objective
The Sub-Fund aims to deliver capital growth over the long term (at least five years), while providing income. The Sub-Fund will invest at least 70% in a range of open and closed-ended funds to obtain an exposure to a mix of fixed income securities and shares. The Sub-Fund is actively managed and the allocation between the fixed income securities and shares in which the Sub-Fund invests will vary in response to short term market conditions. However, the investment manager operates a cautious strategy, meaning that the allocation to shares will remain within a 20%-60% range.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Brooks Macdonald Asset Management Ltd
Fund launch date
20 Dec 2004
Domicile
United Kingdom
UCITS
Yes
Fund manager
Mark Shields
Manager start date
01 Jan 2021
Fund manager biography
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.
Fund manager
Frank Atkins
Manager start date
01 Jan 2021
Fund manager biography
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).
Head office
72 Welbeck Street
London
United Kingdom
W1G 0AY
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