SVS Brooks Macdonald Defensive Capital Class A Accumulation
Fund
ISIN GB00B61MR835 / Valor 11222569
NAV (2024-10-31)
GBP 2.75%
SVS Brooks Macdonald Defensive Capital Class A Accumulation
UMushroom community rating:
SVS Brooks Macdonald Defensive Capital aims for long-term growth by investing in a varied mix of assets, including structured notes, convertible bonds, and preference shares. It also holds investment trusts that provide access to real assets, specialist lending, and structured credit, alongside other collective investment schemes. Additionally, the fund uses derivatives for effective portfolio management and may keep up to 30% of its assets in cash or near-cash holdings to maintain flexibility.
Ratings & reviews
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
