Brunswick IM - Discretionary Fund & Portfolio Services

Brunswick Investment Management Ltd offer two services:

Brunswick Fund Management

Brunswick Discretionary Portfolio Management and Administration

Services We Provide

Covered in these areas

Brunswick Fund Management Service

The FP Brunswick OEICs are actively managed on a daily basis to achieve their investment objectives.

Investment Process

Investment exposure is gained by investing into collectives as we believe that no fund group can be expected to be the best in every region.

Fund Manager

The OEICs are managed by Nigel Breakell (Chartered MCSI), who has been involved with the firm and its predecessors for over 10 years.

Awards

The Brunswick Diversified Portfolio was the winner of the Lipper Fund Award for performance over 5 years in the Absolute Return GBP High peer group in 2019. The FP Brunswick Diversified Portfolio has won the best fund over 3 years and 5 years in the Absolute Return GBP Medium classification in the 2017 Lipper awards.

Brunswick Discretionary Portfolio Management and Administration Service

The two OEICS managed by Brunswick Investment Management Ltd form a major part of our bolt-on Discretionary Portfolio Management and Administration service.

Portfolio Manager

The Portfolio Management service is managed by Sally Grimes (DipPFS, IMC), who has been involved with the firm and its predecessors since 2000.

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