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EF Brunswick Diversified Portfolio B Acc GBP

Ranked 13 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Nigel Breakell

Born and raised in Norwich, Nigel Breakell graduated with a BA (Hons) Financial Services from Bournemouth University in 1995, joining Virgin Money as a Market Analyst the following year. Nigel has since spent time with Almary Green Investments and Lewis Jarrett & Co., where he took on his first Portfolio Manager responsibilities in 2004. He has managed the FP Brunswick Diversified Portfolio, a multi-asset absolute return fund, since 2006. Away from the office Nigel’s leisure time focuses on sporting activities with golf and soccer both featuring.

Objective

The objective of the Fund is to achieve a total positive return in all market conditions, over a rolling period of 3 years, through active investment in a diversified portfolio of transferable securities (including investment trusts), collective investment schemes, warrants, cash or near cash, deposits, money market instruments and derivatives. Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over a 3 year rolling period or in respect of any other period. However while volatility is taken into consideration, priority will always be given to achieving a total positive return in all market conditions.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 -3.4% -3.1% 3.6% 1.0% -4.7%
2017 5.8% 2.5% 0.5% 0.0% 2.7%
2016 11.0% 0.7% 2.4% 6.6% 1.1%
2015 2.1% 4.2% -2.5% -2.7% 3.4%
2014 4.7% 1.3% 0.9% 0.5% 1.9%
2013 4.9% 3.6% -2.4% 1.9% 1.8%
2012 7.9% 3.6% -0.9% 3.3% 1.7%
2011 -4.9% 0.7% -0.4% -6.3% 1.3%
2010 5.6% 1.6% -0.3% 1.7% 2.5%
2009 -2.7% -5.6% 0.1% 2.0% 1.0%
2008 -7.8% -4.5% 2.3% -2.4% -3.2%
2007 9.7% 6.2% 4.3% -0.3% -0.7%
2006 1.9% 8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/06/2006
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB00B16ZKG13

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).