Our vision is to deliver an alternative, fresh and robust investment solution for discerning investors that performs on a number of levels. A solution that aims to provide consistent, good performance, daily active management, a competitive charging structure, and above all, access to a dynamic investment arena.

Our philosophy is to offer investors:

Added value through active fund management and discretionary fund management
Dynamic asset allocation based on an appreciation of the global financial markets
Greater diversification within a client portfolio
A high degree of insulation against volatility
Investment risk management

The IFSL Brunsdon Cautious Growth Fund and the IFSL Brunsdon Adventurous Growth Fund and their respective managers are constantly monitored and challenged by Brunsdon’s Investment Committee to ensure that they deliver to the mandate set both in terms of performance and level of volatility.

The IFSL Brunsdon Funds can be invested in via a range of tax-efficient products such as pensions, ISAs and investment bonds. If you have any doubt as to whether an investment in the Company is suitable for you please seek advice from an appropriately qualified financial adviser.

We believe the IFSL Brunsdon Funds bring a refreshing level of simplicity to the complicated world of investments. They can be blended to provide a balance portfolio that reflects each individual investor's personal attitude to risk and have the ability to produce positive returns and enhanced value for money. We would recommend them as part of a serious investment strategy.

The IFSL Brunsdon OEIC may not be suitable for very low risk or very high risk investors. Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested.

Supplementary Information Document