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International Multi Strategy Funds
Our five Multi Strategy Funds (MSFs) are mapped against investor risk profiles, meaning you can choose the one that best matches your clients’ investment objectives and attitude to risk. Diversification is ensured by exposure to a wide range of asset classes and securities, including international and thematic equities, fixed income and alternatives, in line with mandate parameters.
Key features
The International Multi Strategy Funds form part of our multi-asset fund offering for advisers. Here are their key features.
Choice
Five Multi Strategy Funds, each taking a specific level of equity risk.
Expertise
Actively managed on an ongoing basis against a changing market backdrop.
Resource
Leveraging investment resource from across the Brooks Macdonald group of companies to select what we believe to be the most resilient sources of long-term growth or income.
Diversification
Access to a broad range of asset classes and securities, including international and thematic equities, fixed income and alternatives in accordance with mandate parameters.
Support
We provide you with regular reporting, insights and webinars as part of our ongoing relationship management with intermediaries and clients.
Accessibility
Available to access on a range of third-party platforms. Contact us for the latest platform and life wrapper availability.
Investment strategies
International Multi Strategy Funds
International Multi Strategy Fund Cautious Balanced
International Multi Strategy Fund Cautious Balanced
Description
Seek to provide long-term capital growth through investment in a well-diversified portfolio of funds investing across the capital markets with a low level of volatility over the medium to long term. This Fund operates a cautious investment strategy where equity exposure is limited and likely to range from 30% - 55%. A typical investor is likely to have a risk profile where capital preservation is of primary importance and so a lower level of investment return is acceptable if it avoids the risk of excessive fluctuations in capital value and where there is limited ability to bear a material financial loss which might have a negative impact on fund values over the longer-term. It may be suitable for investors whose requirements align to the objectives and policies of the Fund, who have sterling as their reference currency and are willing to invest for a minimum of five years, preferably ten years.
Risk Level
Low to medium risk: For the investor who is only willing to take modest risk, where there may be some fluctuation in capital value and or income returns.
Minimum Investment
£5,000 or currency equivalent – B Shareclass
£100,000 or currency equivalent – A Shareclass
Annual Management Charge
1% – B Shareclass
0.5% – A Shareclass
Initial Charge
Nil – B Shareclass
Nil – A Shareclass
Currencies
The base currency of the Fund is Sterling
The value of your investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Changes in rates of exchange may cause the value of an investment to go up or down. Past performance is not a reliable indicator of future results.
International Multi Strategy Fund Balanced
International Multi Strategy Fund Balanced
Description
Seek to provide long-term capital growth through investment in a balanced portfolio of funds investing across the capital markets with a medium level of volatility over the longer term. This Fund operates an investment strategy which will maintain a balance between exposure to fixed interest securities, equities and alternative assets where equity exposure is likely to range from 55% - 75%. A typical investor is likely to have a risk profile where capital growth is as important as capital preservation and so sufficient risk of fluctuations in capital value must be borne over the medium term to achieve the objective. It is important to accept the risk of financial loss to achieve capital growth and this may have an impact on fund values. It may be suitable for investors whose requirements align to the objectives and policies of the Fund, who have sterling as their reference currency and are willing to invest for at least five years, preferably ten years.
Risk Level
Medium risk: For the investor who is willing to take a medium risk of loss to capital.
Minimum Investment
£5,000 or currency equivalent – B Shareclass
£100,000 or currency equivalent – A Shareclass
Annual Management Charge
1% – B Shareclass
0.5% – A Shareclass
Initial Charge
Nil
Currencies
The base currency of the Fund is Sterling
The value of your investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Changes in rates of exchange may cause the value of an investment to go up or down. Past performance is not a reliable indicator of future results.
International Multi Strategy Fund Growth
International Multi Strategy Fund Growth
Description
Seek to provide long-term capital growth through investment in a portfolio of funds investing across the capital markets but with a higher exposure towards equity based assets and therefore a higher level of volatility over the longer term. This Fund operates a strategic growth investment strategy where equity exposure is likely to range from 75% - 95%. A typical investor is likely to have a risk profile where investment returns are more important than capital preservation and so the Fund’s portfolio will be exposed to material fluctuations in capital value which may have an impact on fund values in the short-term. It may be suitable for investors whose requirements align to the objectives and policies of the Fund, who have sterling as their reference currency and are willing to invest for at least five years, preferably ten years.
Risk Level
Medium to High risk: There is an increased risk of loss to capital.
Minimum Investment
£5,000 or currency equivalent – B Shareclass
£100,000 or currency equivalent – A Shareclass
Annual Management Charge
1% – B Shareclass
0.5% – A Shareclass
Initial Charge
Nil
Currencies
The base currency of the Fund is Sterling
The value of your investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Changes in rates of exchange may cause the value of an investment to go up or down. Past performance is not a reliable indicator of future results.
International Multi Strategy Fund High Growth
International Multi Strategy Fund High Growth
Description
Seek to provide a greater potential for long-term capital growth through investment in a portfolio of funds investing primarily in equity based assets and will therefore have a higher level of volatility over the longer term. This Fund operates a high growth investment strategy where equity exposure is likely to exceed 90%. A typical investor is likely to have a risk profile where investment returns are more important than capital preservation and so have an ability to sustain significant fluctuations in capital value which may have an impact on fund values over the medium term. It may be suitable for investors whose requirements align to the objectives and policies of the Fund, who have sterling as their reference currency and are willing to invest for a minimum of seven years, preferably ten years.
Risk Level
High risk: High Risk of capital losses.
Minimum Investment
£5,000 or currency equivalent – B Shareclass
£100,000 or currency equivalent – A Shareclass
Annual Management Charge
1% – B Shareclass
0.5% – A Shareclass
Initial Charge
Nil
Currencies
The base currency of the Fund is Sterling
The value of your investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Changes in rates of exchange may cause the value of an investment to go up or down. Past performance is not a reliable indicator of future results.
International Multi Strategy Fund US$ Growth
International Multi Strategy Fund US$ Growth
Description
Seek to provide long-term capital growth for investors who have US dollars as their reference currency through investment in a portfolio of funds investing across the capital markets but with a higher exposure towards equity based assets and therefore a higher level of volatility over the longer term. The Fund’s portfolio will have a bias towards US dollar denominated assets. This Fund operates a strategic growth investment strategy where equity exposure is likely to range from 75% - 95%. A typical investor is likely to have a risk profile where investment returns are more important than capital preservation and so the Fund’s portfolio will be exposed to material fluctuations in capital value which may have an impact on fund values in the short-term. It may be suitable for investors whose requirements align to the objectives and policies of the Fund, who have US dollars as their reference currency and are willing to invest for at least five years, preferably ten years.
Risk Level
Medium to High risk: There is an increased risk of loss to capital.
Minimum Investment
£5,000 or currency equivalent – B Shareclass
£100,000 or currency equivalent – A Shareclass
Annual Management Charge
1% – B Shareclass
0.5% – A Shareclass
Initial Charge
Nil
Currencies
The base currency of the Fund is US$
The value of your investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Changes in rates of exchange may cause the value of an investment to go up or down. Past performance is not a reliable indicator of future results.
International Multi Strategy Funds
Governance and reports
You can download any of our regulatory documents here but if you require further information on our practices, please contact us.
Factsheets
You can also find more detailed factsheets and reports on specific funds in our Factsheets and Literature section, selecting the Factsheets and International Funds filters
Brooks Macdonald International Fund Managers Limited is regulated by the Jersey Financial Services Commission and both Brooks Macdonald International Investment Funds Limited and Brooks Macdonald International Multi Strategy Fund Limited (the “Funds”) are authorised by the Jersey Financial Services Commission, under the Collective Investment Funds (Jersey) Law 1988.
Rules and regulations made under the UK Financial Services and Markets Act 2000 for the protection of investors, including the Financial Services Compensation Scheme, do not apply to the financial services business of companies within the Brooks Macdonald Group carried out from offices outside the United Kingdom. No cancellation rights apply.
Legislation or regulations in your home jurisdiction may prohibit you from entering into transactions with us, consequently some of the products and services on this site may not be available in certain jurisdictions. We reserve the right to make final determination on whether you are eligible for any products or services.
Where to start
Interested? Let’s talk
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Get in touch
Contact us on
Jersey: +44 (0) 1534 715 555
Guernsey: +44 (0) 1481 815 555
Isle of Man: +44 (0) 1624 831 320,
or email [email protected]
