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Defensive Capital Fund (DCF)
Our SVS Defensive Capital Fund (DCF) is a unique, actively managed alternative multi-asset fund with a strong long-term track record. It aims to deliver lower volatility returns with the potential for equity growth, suitable for low-risk profile investors.
Why DCF?
The DCF supports you by providing your clients with a defensive investment solution that prioritises capital preservation while looking for growth opportunities. It achieves this by investing in a diverse portfolio of alternative assets, such as convertibles, structured notes and discounted investment Companies that do not require market growth to provide a positive capital return.
Alternative multi-asset approach
Invests across a broad spectrum of asset classes, including undervalued and unloved assets, to optimise diversification and reduce volatility.
Value bias
Focuses on identifying and investing in assets trading at a discount to their intrinsic value, with the potential for capital appreciation and attractive risk-adjusted returns.
Dynamic management
Employs a top-down macro analysis combined with bottom-up stock selection, actively monitoring assets and trading against passives to adapt to changing market conditions.
Why Brooks Macdonald makes the difference
Brooks Macdonald’s DCF offers a distinct approach to defensive low to medium risk investing through rigorous analysis and dynamic strategies to navigate market fluctuations.
Our insights
Where to start
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Contact us
Call us on 020 7499 6424 or email us at [email protected]
