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PERSONAL FINANCIAL PLANNING

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Types of Investment Funds

Making your investments work harder

The Brunsdon Investment Committee meets regularly to review the investment marketplace and identify the most appropriate investments for our clients. In addition, we choose all of our fund partners against strict criteria and monitor them to ensure they continue to reflect our investment approach.

Our recommended investment solutions include:

The IFSL Brunsdon Investment Funds

The IFSL Brunsdon Funds are part of an Open Ended investment Company (OEIC). The two sub-funds – the IFSL Brunsdon Cautious Growth Fund and the IFSL Brunsdon Adventurous Growth Fund – are designed to appeal to a broad range of discerning investors that wish to engage in the dynamic investment arena normally only accessible to large institutions. The Funds aim to provide consistent performance over the medium-to-long-term, especially during periods of market volatility, by spreading the investments across a range of asset classes. (IFSL – Investment Fund Services Ltd. – is part of the Marlborough Group and acts as host to the Funds and is itself authorised and regulated by the Financial Services Authority.)

Risk-based Model Portfolios

This is an advised model portfolio solution that has a focus on long-term fund selection with a strategic asset allocation position and is supported by fund research from and utilising approved funds list through threesixty services.

Brunsdon Advice & Investment Committee have put together 10 model portfolios that reflect a client’s risk from low risk (measured as 1 out of 10) to higher risk (10 out of 10). These model portfolios are based on the asset allocations produced from Thesis Asset Management and so the asset allocation and funds selected map across to the identified risk profile. The responsibility for the fund selections for each asset class is governed by the Brunsdon Advice & Investment Committee.

Discretionary Fund Management

Discretionary Fund Managers (DFMs) provide a more tailored service for clients, offering deeper research resources, more active management, a broader range of investments and the opportunity for face-to-face client meetings. We only introduce to our clients those DFMs that are attuned to our overall investment approach.

Learn more by downloading our Investment Process brochure.

Talk to us today. Please contact us on the number below or via our on-line form.

The IFSL Brunsdon OEIC may not be suitable for very low risk or very high risk investors. Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.


Brunsdon is the trading name of Brunsdon Financial Services Ltd. (Reg. No. 03434005), Brunsdon Insurance Brokers Ltd. (Reg. No. 03433998), Brunsdon Asset Management Ltd. (Reg. No. 07098607) and Brunsdon Auto-Enrolment Solutions LLP (Reg. No. OC402486). All companies are registered at Goodridge House, Goodridge Avenue, Gloucester GL2 5EA. Tel. 01452 623623 E-mail. enquire@brunsdon.co.uk. Brunsdon Financial Services Ltd. and Brunsdon Insurance Brokers Ltd. are authorised and regulated by the Financial Conduct Authority. Not all products and services offered are regulated by the FCA. The FCA does not regulate tax advice.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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