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]
International Multi Strategy funds
Our five Multi Strategy Funds (MSFs) are mapped against a range of risk profiles, enabling investors to choose the one that best matches their 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 investors.
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
Cautious Balanced Strategy
Cautious Balanced Strategy
Description
Seeks to provide a modest return achieved through investment in a range of funds which invest in various asset classes, weighted towards fixed interest securities. This Fund may be suitable for investors willing to invest for a minimum of five 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.
Balanced Strategy
Balanced Strategy
Description
Seeks to provide capital growth through exposure to a range of funds weighted towards growth asset classes, maintaining a balanced weighting to fixed interest securities. This Fund may be suitable for investors willing to invest for a minimum of 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.
Growth Strategy
Growth Strategy
Description
Seeks to provide long-term growth achieved through investment in a range of funds which invest in various asset classes, providing diversification by medium, currency and country. This Fund may be suitable for investors willing to invest for a minimum of 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.
High Growth Strategy
High Growth Strategy
Description
Seeks to provide a greater potential for long-term growth achieved through investment in a range of funds which invest in various asset classes, weighted towards equities. This fund may be suitable for investors willing to invest for a minimum of five 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.
US$ Growth Strategy
US$ Growth Strategy
Description
Seeks to provide long-term capital growth for US dollar-based investors primarily through investment in a range of funds which invest in various asset classes with an emphasis on US dollar assets. This Fund may be suitable for investors willing to invest for a minimum of 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.
Governance and reports
You can download any of our regulatory documents here but if you require further information on our practices, please contact us.
Where to start
Request a consultation
If you have any questions or would like to get in touch, submit a callback 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]
