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Current Factsheets

EF Brompton
Global Equity Fund
May 2020

EF Brompton
Global Income Fund
May 2020

EF Brompton
Global Opportunities Fund
May 2020

EF Brompton
Global Balanced Fund
May 2020

EF Brompton
Global Growth Fund
May 2020

EF Brompton
Global Conservative Fund
May 2020

WAY Global Cautious Portfolio
May 2020

WAY Global Balanced Portfolio
May 2020

WAY Flexible Global Growth Portfolio
May 2020

WAY MA Cautious Portfolio
May 2020

WAY Global Growth Portfolio
May 2020

Brompton working as normal during the Covid-19 outbreak

CONTACT US FOR MORE INFORMATION

In accordance with the government’s social distancing guidelines following the Covid-19 outbreak and with the aim of looking after the safety of our staff, Brompton is encouraging as many staff as possible to work from home. During these difficult times, our priority remains servicing our clients and their advisers. We have, therefore, organised ourselves so that there should be no diminution in service levels and the availability of staff to communicate with clients and advisers.

Particularly in volatile market conditions, we recognise the critical importance of timely and efficient communication. We have, therefore, made sure that our staff can be contacted by way of their standard telephone numbers and email addresses and we ask clients and advisers not to hesitate in getting in touch in the normal way. If clients or their advisers have any questions or wish Brompton to be of help in any way, they should communicate with their usual Brompton contact at any time and we will be delighted to do everything we can to help.

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: Official response should fuel strong recovery once virus numbers plateau

Gill Lakin, Brompton’s chief investment officer, analyses the virus’s economic consequences and the likely impact on the UK equity market of the monetary and fiscal measu...

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Quarterly

Quarterly review for the first quarter of 2020

The world moved into lock-down to combat Covid-19. Hopes that the virus would be contained on the lines of Sars in 2003 gave way to panic. Equities ended the quarter down...

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More news, views and insights

Current Prices

EF Brompton

Global Equity Fund

B ACC 1.8197
I ACC 1.8121

EF Brompton

Global Income Fund

B INC 1.2254
I INC 1.2256

EF Brompton

Global Opportunities Fund

B ACC 1.7848
I ACC 1.7501

EF Brompton

Global Balanced Fund

B ACC 1.4062
I ACC 1.3818

EF Brompton

Global Growth Fund

B ACC 1.4499
I ACC 1.4256

EF Brompton

Global Conservative Fund

B ACC 1.3166
I ACC 1.2971

WAY

Global Cautious Portfolio

B ACC 1.5746
B INC 1.5747
E ACC 1.2539
E INC 1.2526
S INC 1.2131
T INC 1.2214

WAY

Global Balanced Portfolio

A ACC 2.029
A INC 2.0223
E ACC 1.4817
S INC 1.3097
T INC 1.45

WAY

Flexible Global Growth Portfolio

A ACC 2.1176
A INC 2.1176
E ACC 1.7433
E INC 1.7376
S INC 1.4372
T INC 1.6957

WAY

MA Cautious Portfolio

B ACC 1.6093
B INC 1.6076
E ACC 1.4166
E INC 1.4048
S INC 1.2853
T INC 1.3735

WAY

Global Growth Portfolio

B ACC 1.7418
B INC 1.7311
E ACC 1.7066
E INC 1.5357
S INC 1.4599
T INC 1.6686

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