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Current Factsheets

EF Brompton
Global Equity Fund
September 2020

EF Brompton
Global Income Fund
September 2020

EF Brompton
Global Opportunities Fund
September 2020

EF Brompton
Global Balanced Fund
September 2020

EF Brompton
Global Growth Fund
September 2020

EF Brompton
Global Conservative Fund
September 2020

WAY Global Cautious Portfolio
September 2020

WAY Global Balanced Portfolio
September 2020

WAY Flexible Global Growth Portfolio
September 2020

WAY MA Cautious Portfolio
September 2020

WAY Global Growth Portfolio
September 2020

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.

Brompton working as normal during the Covid-19 outbreak

CONTACT US FOR MORE INFORMATION

In full compliance with the government’s Covid-19 social distancing guidelines, our offices have been reconfigured to facilitate social distancing and a gradual, measured and considered return to normal office working. Following the most recent government guidance, those staff who can work from home will continue to do although they may come into our offices when necessary. During these difficult times, our two priorities are servicing our clients and their advisers and the health and safety of our staff. We continue to organise 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 second quarter of 2020

Global equities rose 19.81% in sterling over the second quarter of 2020, more than regaining the previous quarter’s loss to stand 0.80% higher than at the start of the ye...

Read this article
More news, views and insights

Current Prices

EF Brompton

Global Equity Fund

B ACC 1.9124
I ACC 1.903

EF Brompton

Global Income Fund

B INC 1.2307
I INC 1.2301

EF Brompton

Global Opportunities Fund

B ACC 1.854
I ACC 1.8167

EF Brompton

Global Balanced Fund

B ACC 1.4512
I ACC 1.425

EF Brompton

Global Growth Fund

B ACC 1.5007
I ACC 1.4745

EF Brompton

Global Conservative Fund

B ACC 1.3388
I ACC 1.318

WAY

Global Cautious Portfolio

B ACC 1.5973
B INC 1.5974
E ACC 1.2739
E INC 1.2725
S INC 1.2324
T INC 1.2398

WAY

Global Balanced Portfolio

A ACC 2.0808
A INC 2.0739
E ACC 1.524
S INC 1.3461
T INC 1.4901

WAY

Flexible Global Growth Portfolio

A ACC 2.2
A INC 2.2
E ACC 1.8164
E INC 1.8104
S INC 1.4963
T INC 1.7652

WAY

MA Cautious Portfolio

B ACC 1.655
B INC 1.6533
E ACC 1.459
E INC 1.4468
S INC 1.3238
T INC 1.4133

WAY

Global Growth Portfolio

B ACC 1.803
B INC 1.792
E ACC 1.7693
E INC 1.5921
S INC 1.5135
T INC 1.7283

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