If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
SVS Blueprint Multi-Asset Funds
Our SVS Blueprint Multi-Asset Fund (MAF) range is globally diversified and actively managed to four specific levels of equity risk, aiming to meet the needs of a range of investment objectives.
How MAF can help your clients
Underpinned by our robust Centralised Investment Process, this service aims to deliver strong risk-adjusted returns with a transparent process and explainable results.
We’ll take the strain
Brooks Macdonald’s MAF range is an actively managed solution that lets you focus on your client’s financial future while we oversee asset allocation, underlying fund selection and ongoing risk management.
Our team works for you
Our specialist MAF team is backed by the expertise of 60+ investment professionals, so every decision we make on your client’s behalf is based on sound principles and rigorous inquiry.
The power of four
Our four funds each target a different level of risk and are managed in line with specific investment goals, providing solutions for both long-term growth and income generation.
On 18 December 2021 the names of the MAF funds changed from IFSL Brooks Macdonald to SVS Brooks Macdonald Blueprint.
MAF range
Our MAF range offer solutions for different levels of client risk appetite
We regularly monitor the Funds to ensure their portfolio composition remains within the given equity risk band, ensuring your client is never exposed to more risk than they are willing or able to take.
SVS Brooks Macdonald Blueprint Defensive Income Fund
SVS Brooks Macdonald Blueprint Defensive Income Fund
This low-risk fund aims to provide income over the long term (at least five years), while maintaining capital. The Fund has a Brooks Macdonald equity risk band of 0%-30%.
SVS Brooks Macdonald Blueprint Cautious Growth Fund
SVS Brooks Macdonald Blueprint Cautious Growth Fund
The low-to-medium risk fund aims to deliver capital growth over the long term (at least five years), while providing income. The Fund has a Brooks Macdonald equity risk band of 30%-55%.
SVS Brooks Macdonald Blueprint Balanced Fund
SVS Brooks Macdonald Blueprint Balanced Fund
This medium-risk fund aims to provide a combination of capital growth and income over the long term (at least five years). The Fund has a Brooks Macdonald equity risk band of 30%-55%.
SVS Brooks Macdonald Blueprint Strategic Growth Fund
SVS Brooks Macdonald Blueprint Strategic Growth Fund
This medium-to-high-risk fund aims to provide capital growth over the long term (at least five years). The Fund has a Brooks Macdonald equity risk band of 75%-95%.
How to access the MAF range
Our MAF range is available via a broad range of third party platforms and directly from St Vincent St Fund Administration, a trading name of Evelyn Partners Fund Solutions Limited, the Authorised Corporate Director (ACD). Visit the Evelyn Partners website for application forms and key investor information documents.
The funds can also be held within a range of UK and international tax-efficient investment structures. The following investment structures may be applicable to your clients’ needs:
- Self-Invested Personal Pensions (SIPPs).
- Small Self-Administered Pension Schemes (SSAS).
- Individual trusts and charity accounts.
- Onshore/offshore bond accounts.
- Individual Savings Accounts (ISA).
- International pension plans (QROPS).
The range is available across all major platforms, please contact us for the latest platform availability.
Our insights
Where to start
Request a callback
If you have any questions or would like to get in touch, submit a call back request, and our team will contact you as soon as possible.
Get in touch
Call us on 020 7499 6424 or email us at [email protected]
