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Current Factsheets

EF Brompton
Global Equity Fund
December 2021

EF Brompton
Global Income Fund
December 2021

EF Brompton
Global Opportunities Fund
December 2021

EF Brompton
Global Balanced Fund
December 2021

EF Brompton
Global Growth Fund
December 2021

EF Brompton
Global Conservative Fund
December 2021

WAY Global Cautious Portfolio
November 2021

WAY Global Balanced Portfolio
November 2021

WAY Flexible Global Growth Portfolio
November 2021

WAY MA Cautious Portfolio
November 2021

WAY Global Growth Portfolio
November 2021

Brompton wins CFi.co Best Asset Allocation Strategy (UK) 2021

CONTACT US FOR MORE INFORMATION

Brompton Asset Management is delighted to be judged winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK). Dynamic asset allocation is at the heart of the Brompton multi-asset investment process because we believe this will be the principal driver of returns for investors.

Two major bear markets since 2000 have highlighted the importance of choosing an asset manager focused on determining if the environment is one in which investors will be rewarded for taking risk rather than simply seeking to deliver a relative return.

The CFi.co judging panel in its announcement said it was “impressed by the emphasis on real returns balanced by a healthy respect for risk management”.

Industry reports investment fraud attempts

CONTACT US FOR MORE INFORMATION

There have been reports of increased fraud attempts 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 CFi.co Best Asset Allocation Strategy (UK) 2021 award

Brompton Asset Management is delighted to be judged winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK). Dynamic asset...

Read this article

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...

Read this article

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 2.2589
I ACC 2.2405

EF Brompton

Global Income Fund

B INC 1.387
I INC 1.3819

EF Brompton

Global Opportunities Fund

B ACC 2.1309
I ACC 2.0815

EF Brompton

Global Balanced Fund

B ACC 1.5963
I ACC 1.5625

EF Brompton

Global Growth Fund

B ACC 1.7223
I ACC 1.687

EF Brompton

Global Conservative Fund

B ACC 1.4319
I ACC 1.4053

WAY

Global Cautious Portfolio

B ACC 1.6955
B INC 1.6957
E ACC 1.3606
E INC 1.3592
S INC 1.3163
T INC 1.3193

WAY

Global Balanced Portfolio

A ACC 2.3015
A INC 2.2939
E ACC 1.7067
S INC 1.5028
T INC 1.6625

WAY

Flexible Global Growth Portfolio

A ACC 2.5066
A INC 2.5066
E ACC 2.0954
E INC 2.0885
S INC 1.7208
T INC 2.0288

WAY

MA Cautious Portfolio

B ACC 1.8433
B INC 1.8413
E ACC 1.635
E INC 1.6214
S INC 1.4835
T INC 1.578

WAY

Global Growth Portfolio

B ACC 2.0599
B INC 2.0472
E ACC 2.0338
E INC 1.8302
S INC 1.7398
T INC 1.9794
Winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK)

Brompton Asset Management is delighted to be judged winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK)

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