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.  Also, different regions, sectors and assets have different characteristics meaning a manager who specialises in one particular asset or region may perform better than a generalist manger picking stocks and bonds across every market.

The OEICs invest into other OEICs, ETFs and Investment Trusts because different investment structures offer different pros and cons.  For example, ETFs have cheap fees, but do not offer the ability to outperform an index.  OEICs and Investment Trusts can outperform an index, but also have the risk of underperforming.  Each structure has its merits so each fund will be judged on its individual merits and ability to blend with other funds on the buy list.

The advantage of being a small company allows us to buy smaller funds, Investment Trusts etc.

Each OEIC is managed to have volatility defined by the amount each OEIC invests into equities, fixed income or cash.

A multi asset approach is taken whereby to help smooth returns and reduce the risk of being over exposed to an asset that is falling sharply.

As the portfolios are fund of funds this allows funds to be switched as is necessary without having to pay Capital Gains Tax (CGT).  The only time CGT becomes a factor is when the investor comes to sell the FP Brunswick Portfolio itself.

Our Services

Need Help ?

Contact Our Team Today

01603 895360
team@brunswickim.com

Request a Call Back

Other Services We Provide

We can also help in the following areas.

Brunswick Fund Management Service

Brunswick Investment Management Ltd is firstly a 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 FP Brunswick Diversified Portfolio has won the best fund over 3 years and 5 years in the Absolute Return GBP Medium classification in the 2019 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.