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Current Factsheets

EF Brompton
Global Equity Fund
October 2021

EF Brompton
Global Income Fund
October 2021

EF Brompton
Global Opportunities Fund
October 2021

EF Brompton
Global Balanced Fund
October 2021

EF Brompton
Global Growth Fund
October 2021

EF Brompton
Global Conservative Fund
October 2021

WAY Global Cautious Portfolio
October 2021

WAY Global Balanced Portfolio
October 2021

WAY Flexible Global Growth Portfolio
October 2021

WAY MA Cautious Portfolio
October 2021

WAY Global Growth Portfolio
October 2021

Industry reports investment fraud attempts during pandemic

CONTACT US FOR MORE INFORMATION

There have been reports of increased fraud attempts during the Covid-19 pandemic in which investors have received direct approaches about investment opportunities from people claiming to work for genuine financial organisations. Brompton has no evidence of anyone fraudulently using its name. It is, however, important to stress that Brompton would never make cold calls or send unsolicited emails to potential investors. If you have received such an approach from someone claiming to represent Brompton, this may be an attempted fraud. Please check that any email correspondence has come from our internet domain, bromptonam.com. If you have had such an approach, please contact us either by emailing info@bromptonam.com or phoning 020 7045 0600.

Latest news, views and insights

News and Press

Brompton wins Thomson Reuters Lipper multi-asset investment award

Brompton Asset Management has won the 2018 Thomson Reuters Lipper UK small group award in the mixed assets class. The award recognises the achievements of Gill Lakin, Bro...

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Commentary

Covid-19 commentary: Lessons to learn from a tumultuous year in markets

Gill Lakin, Brompton’s chief investment officer, discusses market reactions to this historically-significant public health crisis and examines the opportunities for inves...

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Quarterly

Quarterly review for the third quarter of 2021

Global equities and bonds fell 0.95% and 0.88% respectively in local currencies over the quarter but rose 1.48% and 1.55% in sterling because of currency movements. Infla...

Read this article
More news, views and insights

Current Prices

EF Brompton

Global Equity Fund

B ACC 2.316
I ACC 2.298

EF Brompton

Global Income Fund

B INC 1.3716
I INC 1.3671

EF Brompton

Global Opportunities Fund

B ACC 2.1686
I ACC 2.1191

EF Brompton

Global Balanced Fund

B ACC 1.6153
I ACC 1.5817

EF Brompton

Global Growth Fund

B ACC 1.7412
I ACC 1.7061

EF Brompton

Global Conservative Fund

B ACC 1.4421
I ACC 1.4157

WAY

Global Cautious Portfolio

B ACC 1.7102
B INC 1.7103
E ACC 1.3715
E INC 1.37
S INC 1.3268
T INC 1.3303

WAY

Global Balanced Portfolio

A ACC 2.3209
A INC 2.3133
E ACC 1.719
S INC 1.5141
T INC 1.6751

WAY

Flexible Global Growth Portfolio

A ACC 2.5443
A INC 2.5443
E ACC 2.1243
E INC 2.1173
S INC 1.7451
T INC 2.0575

WAY

MA Cautious Portfolio

B ACC 1.8576
B INC 1.8555
E ACC 1.6466
E INC 1.6329
S INC 1.494
T INC 1.5898

WAY

Global Growth Portfolio

B ACC 2.0792
B INC 2.0664
E ACC 2.0516
E INC 1.8462
S INC 1.755
T INC 1.9974

We are delighted to announce our award from Thomson Reuters for Best Small Group Over 3 Years - Mixed Assets

The Brompton investment strategy

Our experienced and talented asset managers recognise that correct asset class selection plays a critical role in delivering healthy risk-adjusted returns for our investors.

We aim to optimise our portfolios by adjusting the percentage of each asset class with reference to the investor’s risk tolerance, goals and investment time frame, and also the strengths, weaknesses, opportunities and threats present in the investments at any given time.

We call this approach dynamic asset allocation and we put it at the heart of our investment process.

Our dynamic asset allocation strategy makes sure we invest to gain exposure to specific asset categories, geographic regions, industry sectors and investment themes, investing globally in all major asset classes.

We monitor information and data from many sources and at many levels to aim actively to keep investments on course to meet or exceed investors’ expectations.

About Our Investment Strategy