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Svs Brooks Macdonald Blueprint Cautious Growth Class B Accumulation (0P0000TO4R)

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1.76 0.00    0%
13/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 72.32M
Type:  Fund
Market:  United Kingdom
Issuer:  Brooks Macdonald Funds Limited (IFSL)
ISIN:  GB00B5W8NJ69 
Asset Class:  Equity
IFSL Brooks Macdonald Cautious Growth B Acc 1.76 0.00 0%

0P0000TO4R Overview

 
Find basic information about the Svs Brooks Macdonald Blueprint Cautious Growth Class B Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000TO4R MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.63%
Prev. Close1.76
Risk Rating
TTM Yield1.87%
ROE19.57%
IssuerBrooks Macdonald Funds Limited (IFSL)
TurnoverN/A
ROA7.43%
Inception DateJul 07, 2011
Total Assets72.32M
Expenses1.81%
Min. Investment1,000
Market Cap29.37B
CategoryGBP Moderate Allocation
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1064 1018 1099 1021 1144 1468
Fund Return 6.35% 1.8% 9.88% 0.71% 2.72% 3.91%
Place in category 1043 736 1117 912 706 325
% in Category 78 55 82 76 68 52

Top Equity Funds by Brooks Macdonald Asset Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Macdonald Cautious Growth B Inc 72.32M 6.35 0.76 3.92

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 16.18B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 16.18B 1.72 3.51 6.54
  Balanced Portfolio C Accumulation 3.19B 12.07 4.17 6.23
  - Balanced Portfolio C Income 29.78M 10.99 3.83 6.11
  HS Portfolio Retail Accumulation 24.71M 11.45 3.56 5.64

Top Holdings

Name ISIN Weight % Last Change %
L&G Short Dated £ Corporate Bd Idx C Inc GB00BKGR3D82 7.13 - -
Royal London Short Duration Gilts Z Inc GB00BD050D80 6.08 - -
Vontobel TwentyFour Abs RetCrdt AQG GBP LU1530788402 6.06 - -
Allianz Gilt Yield I Inc GB0031383390 5.92 - -
JOHCM UK Equity income M GBP Inc GB00BRJRX783 5.10 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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