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Brooks Macdonald Funds to launch two new income funds


Brooks Macdonald Funds has launched two new funds, the Global Equity Income Fund and the Defensive Capital and Income Fund.

The funds are sub-funds of a Dublin-based Open Ended Investment Company (OEIC) and are FSA recognised.
The Global Equity Income Fund (GEIF) will be run by Toby Thompson who has over 20 years’ investment experience managing equity income portfolios for both retail and institutional investors. The fund will predominantly invest in global equity securities, with the aim of providing income and capital growth, and will use the specialist investment expertise and resources of the wider Brooks Macdonald Group.
Thompson says: “This fund offers investors access to an attractive asset class; high quality, higher yielding equities have a long term record as a strong performing asset class and there is every reason to believe this will continue in the future.”
The Defensive Capital and Income Fund (DCIF) builds on the success of Brooks Macdonald’s GBP100m Defensive Capital Fund. Like the Defensive Capital Fund, the new fund will be managed by Jon Gumpel, a founder of Brooks Macdonald, and Robin Eggar, and will follow a similar defensive investment strategy whilst also providing an attractive income to investors. 
Gumpel says: “DCIF offers risk-averse investors access to an attractive range of defensive assets including structured notes, preference shares and convertible loan notes. The existing strategy has built a strong track record and with the income feature in the new fund we believe it will attract bond investors who want to reduce interest rate risk and combine fixed returns with equity upside.”
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