You can find important PDFs and downloads in this section.
At Brown Shipley, we pride ourselves on providing high-quality investment solutions tailored to our clients' diverse financial needs. Our SVS Brown Shipley Managed Funds are designed to deliver managed growth and income investments on a collective basis, offering access to expertly managed portfolios and our flagship investment strategy.
Discover how our managed funds can help you secure your financial future with robust, diversified portfolios crafted by our seasoned professionals.
Why invest in funds ?
Managed funds offer a practical and effective way to grow and preserve wealth, particularly for individuals who seek diversification, professional management, and access to a wide range of asset classes. Here are some key reasons to invest in funds:
1. diversification: Reduce risk by spreading investments across various sectors, geographies, and asset types.
2. Professional management: Leverage the expertise of professional fund managers who actively monitor and manage the investments to achieve optimal results.
3. accessibility: Gain access to asset classes or opportunities that may otherwise be challenging for individual investors to tap into.
4. Cost efficiency: Pooling funds with other investors lowers costs compared to managing individual investments.
At Brown Shipley, our funds cater to a variety of risk profiles and investment objectives, ensuring there’s an option that aligns with your goals.
Our multi-asset funds
Cautious Fund
The Fund aims to achieve growth through a combination of capital and income over the medium term (at least five years).
The Fund will invest, directly and indirectly, in a mixture of shares and fixed interest securities (being sovereign, investment grade and non-investment grade bonds).
The allocation between the shares and fixed interest securities in which the Fund invests will be actively managed and will vary in response to short term market conditions. However, the Fund operates a cautious strategy, meaning that the allocation to shares, will remain within a 0% to 35% range.
- Ideal for: Investors seeking low-risk growth with a focus on income stability.
- Download resources:
Download Fund Factsheet Here
Download Key Investor Information Here
Download Consumer Facing Disclosure Here
Income Fund
The Fund aims to achieve returns through a focus on assets the Investment Manager believes will generate income, as well as capital growth, over the medium term (at least five years).
The Fund will invest, directly and indirectly, in a mixture of shares and fixed interest securities (being sovereign, investment grade and non-investment grade bonds).
The allocation between the shares and fixed interest securities in which the Fund invests will be actively managed and will vary in response to short term market conditions. However, the allocation to shares, will remain within a 30% to 55% range.
- Ideal for: Investors prioritizing income generation while pursuing moderate growth.
- Download resources:
Download Fund Factsheet Here
Download Key Investor Information Here
Balanced Fund
The Fund aims to achieve growth through a combination of capital and income over the medium term (at least five years).
The Fund will invest, directly and indirectly, in a mixture of shares and fixed interest securities (being sovereign, investment grade and non-investment grade bonds).
The allocation between the shares and fixed interest securities in which the Fund invests will be actively managed and will vary in response to short term market conditions. However, the Fund operates a balanced strategy, maintaining a balance between shares and fixed interest securities, with the allocation to shares remaining within a 50% to 75% range
- Ideal for: Investors seeking a balanced approach to risk and reward.
- Download resources:
Download Fund Factsheet Here
Download Key Investor Information Here
Growth Fund
The Fund aims to achieve returns through a focus on assets the Investment Manager believes will generate capital growth, as well as income, over the medium-long term (at least seven years).
The Fund will invest, directly and indirectly, in a mixture of shares and fixed interest securities (being sovereign, investment grade and non-investment grade bonds).
The allocation between the shares and fixed interest securities in which the Fund invests will be actively managed and will vary in response to short term market conditions. However, the allocation to shares, will remain within a 70% to 90% range.
- Ideal for: Growth-oriented investors willing to accept higher risk.
- Download resources:
Dynamic Fund
The Fund aims to achieve growth through a combination of capital and income over the long term (at least ten years).
The Fund will invest, directly and indirectly, in a mixture of shares and fixed interest securities (being sovereign, investment grade and non-investment grade bonds).
The allocation between the shares and fixed interest securities in which the Fund invests will be actively managed and will vary in response to short term market conditions. However, the Fund operates a dynamic strategy, meaning that the allocation to shares will remain within a 80% to 100% range, with a focus on higher risk, growth based assets.
- Ideal for: Investors with a high-risk tolerance and a long-term horizon.
- Download resources:
Download Fund Factsheet Here
Download Key Investor Information Here
Prospectus
Multi Asset Portfolio Prospectus
Download Here
This document provides the report and accounts for the Brown Shipley Funds, including the Value Assessment for a particular fund (as at February 2024). Download Here
What are the main types of investment funds ?
Investment funds can be broadly categorized into four types, depending on their strategy and focus:
1. Equity funds: Invest primarily in stocks, offering high growth potential but with higher volatility.
2. Fixed income funds: Focus on bonds and other fixed-income securities for stability and regular income.
3. Multi-asset funds: Combine equity and fixed income investments to balance risk and return.
4. Alternative funds: Include assets like hedge funds, real estate, private equity, or commodities, offering diversification benefits and potential higher returns.
By understanding these categories, investors can align their portfolios with their specific risk tolerance and investment goals.
Start investing in funds with Brown Shipley
At Brown Shipley, our commitment to personalised service ensures every client receives tailored solutions to meet their financial aspirations. Whether you’re new to investing or looking to optimise your portfolio, we’re here to guide you every step of the way.
- Comprehensive guidance: We assess your financial goals, risk tolerance, and investment horizon to recommend the most suitable funds.
- Open architecture: Access to a broad spectrum of investment opportunities through our partnership with world-class asset managers.
- Innovative solutions: Leverage cutting-edge strategies and tools to stay ahead in a dynamic market.
Explore the full scope of our investment management expertise by visiting our Investment Management page.
Further Enquiries
For further fund information, investor queries,
dealing enquiries and valuations please contact Evelyn Partners:
By Telephone
0141 222 1150
By Post
SVS Brown Shipley Funds Evelyn Partners Fund Solutions Limited
Transfer Agency Team
206 St Vincent Street
Glasgow
G2 5SG
Important information
Investing involves risks, and the value of your investments can go up or down. Past performance is not indicative of future results. Tax treatment depends on individual circumstances and is subject to change.
To learn more about our multi-asset funds or start your investment journey, get in touch with one of our client advisors today.