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Current Factsheets

EF Brompton
Global Equity Fund
December 2019

EF Brompton
Global Income Fund
December 2019

EF Brompton
Global Opportunities Fund
December 2019

EF Brompton
Global Balanced Fund
December 2019

EF Brompton
Global Growth Fund
December 2019

EF Brompton
Global Conservative Fund
December 2019

WAY Global Cautious Portfolio
December 2019

WAY Global Balanced Portfolio
December 2019

WAY Flexible Global Growth Portfolio
December 2019

WAY MA Cautious Portfolio
December 2019

WAY Global Growth Portfolio
December 2019

Warning:
Potential email scam

REPORT AN EMAIL

Some individuals have received calls and/or emails from third parties claiming to be working at Brompton Asset Management and using email addresses similar to Brompton’s (for example ending @brompton-am.com

Brompton Asset Management will never cold call or send unsolicited emails to potential investors. If you have received a cold call or an unsolicited email from someone claiming to be from Brompton, this may be an attempted fraud. Please check carefully that any email correspondence comes from Brompton’s internet domain, bromptonam.com. In addition, Brompton does not employ anyone by the name of Chris Barber.

If you believe you have been approached by someone fraudulently, please contact us at info@bromptonam.com or telephone us on 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

UK election commentary: Glad tidings of good cheer for investors as Tories triumph

Gill Lakin, Brompton’s chief investment officer, analyses the consequences of Boris Johnson’s landslide victory and outlines the positioning of Brompton’s investment stra...

Read this article

Quarterly

Quarterly review for the fourth quarter of 2019

Global equities rose 1.46% in sterling over the final quarter of 2019, closing the year up 22.38%. Risky assets recovered from their late-2018 sell-off as the Federal Res...

Read this article
More news, views and insights

Current Prices

EF Brompton

Global Equity Fund

B ACC 1.8365
I ACC 1.831

EF Brompton

Global Income Fund

B INC 1.3142
I INC 1.316

EF Brompton

Global Opportunities Fund

B ACC 1.8095
I ACC 1.7764

EF Brompton

Global Balanced Fund

B ACC 1.4243
I ACC 1.4012

EF Brompton

Global Growth Fund

B ACC 1.4857
I ACC 1.4625

EF Brompton

Global Conservative Fund

B ACC 1.319
I ACC 1.301

WAY

Global Cautious Portfolio

B ACC 1.5714
B INC 1.5716
E ACC 1.2485
E INC 1.2472
S INC 1.2079
T INC 1.2179

WAY

Global Balanced Portfolio

A ACC 2.0645
A INC 2.0576
E ACC 1.5008
S INC 1.3281
T INC 1.4707

WAY

Flexible Global Growth Portfolio

A ACC 2.177
A INC 2.177
E ACC 1.784
E INC 1.7781
S INC 1.4724
T INC 1.7376

WAY

MA Cautious Portfolio

B ACC 1.6342
B INC 1.6325
E ACC 1.4352
E INC 1.4233
S INC 1.3022
T INC 1.3934

WAY

Global Growth Portfolio

B ACC 1.7927
B INC 1.7817
E ACC 1.7525
E INC 1.577
S INC 1.4992
T INC 1.7158

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