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Current Factsheets

EF Brompton
Global Equity Fund
May 2019

EF Brompton
Global Income Fund
May 2019

EF Brompton
Global Opportunities Fund
May 2019

EF Brompton
Global Balanced Fund
May 2019

EF Brompton
Global Growth Fund
May 2019

EF Brompton
Global Conservative Fund
May 2019

WAY Global Cautious Portfolio
May 2019

WAY Global Balanced Portfolio
May 2019

WAY Flexible Global Growth Portfolio
May 2019

WAY MA Cautious Portfolio
May 2019

WAY Global Growth Portfolio
May 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

Volatility is back - but don’t panic

Gill Lakin, Brompton’s chief investment officer, comments on the sharp fall in stockmarkets in early February 2018 triggered by fears of rising interest rates and outline...

Read this article

Quarterly

Quarterly review for the first quarter of 2019

Global equities rallied after the sell-off in late 2018, rising 9.79% in sterling over the quarter. A shift in US monetary policy and dovish rhetoric from the Federal Res...

Read this article
More news, views and insights

Current Prices

EF Brompton

Global Equity Fund

B ACC 168.58
I ACC 168.4

EF Brompton

Global Income Fund

B INC 125.91
I INC 126.28

EF Brompton

Global Opportunities Fund

B ACC 168.42
I ACC 165.59

EF Brompton

Global Balanced Fund

B ACC 133.54
I ACC 131.57

EF Brompton

Global Growth Fund

B ACC 137.74
I ACC 135.67

EF Brompton

Global Conservative Fund

B ACC 125.85
I ACC 124.33

WAY

Global Cautious Portfolio

B ACC 152.45
B INC 152.46
E ACC 120.75
E INC 120.63
S INC 116.82
T INC 118.01

WAY

Global Balanced Portfolio

A ACC 197.54
A INC 196.89
E ACC 142.73
S INC 126.5
T INC 140.13

WAY

Flexible Global Growth Portfolio

A ACC 204.8
A INC 204.8
E ACC 166.82
E INC 166.26
S INC 137.88
T INC 162.77

WAY

MA Cautious Portfolio

B ACC 156.02
B INC 155.86
E ACC 136.61
E INC 135.47
S INC 123.95
T INC 132.88

WAY

Global Growth Portfolio

B ACC 169.56
B INC 168.52
E ACC 165.26
E INC 148.71
S INC 141.37
T INC 162.09

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