Investments

Our Services

Model Portfolios

IFSL Brunsdon Investment Funds

Discretionary Fund Management

Model Portfolios

Our 10 advised ‘ready-made’ Model Portfolios are designed to match your attitude to investment risk (measured on a scale of increasing risk from 1 to 10) to a portfolio of assets from a panel of funds selected by our Advice and Investment Committee.

Portfolios are reviewed annually and rebalancing may be necessary to maintain your risk profile. If so we will advise you of any fund switches which are necessary to realign your risk profile and will await your written permission before implementing the switches.

IFSL Brunsdon Investment Funds

There are two Funds, the IFSL Brunsdon Cautious Growth Fund and the IFSL Brunsdon Adventurous Growth Fund. Both are sponsored by Brunsdon Asset Management Ltd. and both are sub-funds of the IFSL Brunsdon OEIC (Open-Ended Investment Company). The Funds are hosted by IFSL (Investment Fund Services Ltd.), part of the Marlborough Group, a subsidiary of UFC Fund Management plc. IFSL is authorised and regulated by the Financial Conduct Authority. Active management of the Funds is entrusted to Brooks Macdonald, a specialist in the relative risk return arena.

The IFSL Brunsdon Investment Funds 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 Funds can be blended together to provide a range of risk-rated, blended strategies. The Fund Manager is able to make immediate, tactical changes to the Funds to reflect changing market conditions and they are regularly rebalanced to reflect the requirements of each risk category.

The IFSL Brunsdon OEIC may not be suitable for very low risk or very high risk investors.

Discretionary Fund Management

A truly bespoke investment solution if you have upwards of £250,000 of investable assets.

Your agreed overall investment strategy is delegated to an investment manager with the right investment skills and experience and the backing of a full research team. Your portfolio will be created based on your mid and long-term financial objectives balanced against your attitude to risk, capacity for loss and tax position. Once created, your Discretionary Fund Manager will make ongoing decisions about your portfolio – hence the name. Regular review is an integral part of the process and you will have the opportunity to talk to your investment manager, face-to-face.

Your Service Options

Lite

A ‘light touch’ service if your requirements are not complex, you do not need frequent contact with your Adviser and you are content with an Annual Review.

Standard

A ‘light touch’ service if your requirements are not complex, you do not need frequent contact with your Adviser and you are content with an Annual Review.

Active

The solution for you if you need ongoing financial advice over the long term.

Bespoke

A tailored solution built entirely to reflect your personal requirements, needs, lifestyle and aspirations.

Our Advice Process

Understand

As always, it starts with you. We’ll begin by understanding your aspirations and objectives and your attitude to risk.

Present Options

We’ll recommend and help you choose from our selected range of investment solutions an option that reflects your requirements.

Implement

We’ll follow our tried and tested investment process – a process that ensures choice, suitability and consistency of outcome.

Monitor & Review

A tailored solution built entirely to reflect your personal requirements, needs, lifestyle and aspirations.

View Your Options

We offer three management options which in our experience appeal to the majority of clients.

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Our Advice Process

This is where the journey begins towards your lifetime financial plan.

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Have Questions?

Call us today and find out more from our friendly support team

01452 623623

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The IFSL Brunsdon OEIC may not be suitable for very low risk or very high risk investors. 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.