We use cookies to give you the best possible online experience. By clicking Close you indicate that you are happy for your web browser to receive all cookies from our website including cookies that are linked to your personally identifiable information. See our cookie policy for more information on cookies and how to manage them.

Brooks Macdonald

Website: www.brooksmacdonald.com

Share this article

Introduction

As a professional adviser, you provide your clients with holistic financial advice. You have a unique understanding of their financial positions, goals and aspirations, which enables you to assess suitability on an ongoing basis. Our aim is to support you in achieving the best possible investment performance for your clients, thereby allowing you to concentrate on growing your business.

Our discretionary investment solutions apply our proven, centralised investment process. This involves the implementation of an asset allocation strategy and the evaluation and selection of individual investments, operating within the boundaries of defined risk controls. Our investment solutions are underpinned by the three key principles of our investment philosophy: to utilise a proven active investment process, to integrate effective risk management and to maintain portfolio focus.

Models

Managed Portfolio Service (MPS):

  • MPS Low Risk (Defensive Income)
  • MPS Low Medium Risk (Income & Growth)
  • MPS Low Medium Risk (Income)
  • MPS Low Medium Risk (Income & Growth) (Passive)
  • MPS Medium Risk (Income & Growth)
  • MPS Medium Risk (Income)
  • MPS Medium Risk (Passive)
  • MPS Medium to High Risk (Growth)
  • MPS Medium to High Risk (Passive)
  • MPS High Risk (Income & Growth)
  • MPS High Risk (Growth)

Responsible Investment Service:

  • MPS Responsible Investment Advance Low-to-Medium Risk
  • MPS Responsible Investment Advance Medium Risk
  • MPS Responsible Investment Advance Medium-to-High Risk

Rebalance schedule

Bi-annual (or ad-hoc as necessary)

Charges

0.30% + VAT for all models

Contact details

Legal disclaimer

This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.

Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.

Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not endorse those views.

WA03442

Back to top

WA03442 12/2017