Our Investment Funds

Our investment funds are known as TM Brunsdon OEIC (Open-Ended Investment Company) and consists of two sub-funds – the TM Brunsdon Cautious Growth Fund and the TM Brunsdon Adventurous Growth Fund.

We offer two investment funds designed to help you achieve your financial goals. Our investment funds are carefully curated portfolios of diverse assets. The aim of our investment funds is to generate long-term growth and provide potential returns for our clients.

Whether you’re saving for retirement or simply looking to grow your wealth, our investment funds offer a strategic and professionally managed approach to investing. With a focus on risk management and maximising potential returns, our goal is to help you navigate the complex world of investments and work towards your financial aspirations.

The Fund Objective

The TM Brunsdon OEIC proposition aims to deliver above benchmark returns through strategic and tactical asset allocation aligned to your individual risk profile and return expectations. Investments are spread across a range of asset classes and further diversified by the selection of a number of funds within each strategy.

Both sub-funds can be blended together to provide a range of risk-rated, blended strategies. The Investment Manager, is able to make immediate, tactical changes to the funds within the OEIC to reflect changing market conditions and they are regularly rebalanced to reflect the asset allocation for each risk category.

Actively managed funds, tailored to your level of risk

Our investment solution is based on individual client preferences, directly linked to, and influenced by, your personal level of investment risk, capacity for loss and the financial goals you wish to achieve.

Tailored to you

Your strategy is only recommended by your Brunsdon Financial Adviser after a thorough assessment to determine your investment risk and return expectations

Diversified

To provide diversification, the strategy will be created from a wide range of asset classes and individual investment funds

Actively Managed

Our carefully selected fund manager, Brooks Macdonald, employs its expertise to make on-the-spot tactical changes to reflect prevailing market conditions

Our Investment Managers

Brooks Macdonald Asset Management Limited (BMAM), is part of the Brooks Macdonald group of companies, who provide leading investment management services in the UK and internationally. For further information, please visit brooksmacdonald.com.

Founded in 1991

Offices across the UK and Channel Islands

5 Star Defaqto rating

Authorised Corporate Director

Thesis Unit Trust Management Limited acts as the independent Authorised Corporate Director (ACD) for the TM Brunsdon OEIC. Thesis Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Registered Office: Exchange Building, St John’s Street, Chichester, West Sussex, PO19 1UP.

To find out how to invest in our funds directly or to see past performance, please click here.

Watch the latest market update video

Brunsdon Financial Chairman Brian Morman interviews Mark Shields, the Investment Director at Brooks Macdonald, to gain insights on the latest developments in the investment market.

Book a free consultation with an Adviser

Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.