SVS Brooks Macdonald Blueprint Strategic Growth

Select share classes
There is only one type of share class for this fund.

SVS Brooks Macdonald Blueprint Strategic Growth Class A Accumulation

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

193.80p

arrow-up1.30p (+0.68%)

Fund Code

BMSAA

BDX8Y87

GB00BDX8Y871

Prices updated as at 02 May 2025
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Prices in GBX

Investment objective
The Sub-Fund aims to provide capital growth over the long term (at least five years). 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 shares, fixed income securities and other investments providing a defined return such as preference shares and convertible bonds. 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 strategic growth strategy meaning that the allocation to shares will remain within a 75%-100% range, while the Sub-fund may be invested in fixed income and other defined return assets in order to manage the risk to the Sub-fund of being fully exposed to equity markets.

Annual performance (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 1511.0711.07
31 Mar 15 - 31 Mar 16-2.42-3.53
31 Mar 16 - 31 Mar 1716.7418.97
31 Mar 17 - 31 Mar 184.572.25
31 Mar 18 - 31 Mar 195.734.55
31 Mar 19 - 31 Mar 20-12.26-9.43
31 Mar 20 - 31 Mar 2142.3232.92
31 Mar 21 - 31 Mar 223.146.16
31 Mar 22 - 31 Mar 23-5.53-4.01
31 Mar 23 - 31 Mar 2411.9512.64
31 Mar 24 - 31 Mar 253.872.51

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day0.680.66
1 Month-1.42-0.72
3 Months-6.60-6.77
6 Months-1.82-1.30
1 Year2.382.89
3 Years annualised3.863.66
5 Years annualised7.017.20
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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