Investment Solutions

Aligned to your objectives

Deciding on an investment solution can be difficult. At Brunsdon we’ll make it easy for you by basing our recommendations on our well-established investment philosophy, principles and strategies.

Essentially we offer three selected investment solutions from which we’ll together choose the most appropriate strategy to meet your needs and expectations. You’ll be able to choose from a series of ‘ready-made’ Model Portfolios, our tactical, diversified, well-proven and expertly managed IFSL Brunsdon Investment Funds, or totally bespoke and highly personal Discretionary Fund Management.

It’s your choice but we’re here to help you make the right decision.

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Model Portfolios
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IFSL Brunsdon Investment Funds
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Discretionary Fund Management

Investment Process

Helping your investments work harder

As always, it starts with you. We’ll begin by understanding your aspirations and objectives and your attitude to risk. Then we’ll recommend and help you choose from our selected range of investment solutions an option that reflects your requirements. We’ll follow our tried and tested investment process – a process that ensures choice, suitability and consistency of outcome.

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Understand

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Establish

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Recommend

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Select

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Review

Get In Touch

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.