Reliability – Performance – Value

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The performance of your investments with the Brunswick Investment Solution will be in line with the reasonable investment expectations set out in our report to you.

Great Expectations Or Reasonable Expectations?

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We say this because the way we have designed them and managed them for many years make this highly probable. See below for fund performance.

This is one vital aspect of how we perform for you.

However at Brunswick, for all our staff, performance has a wider meaning.

It is doing what we have promised to do for you fully, on time, accurately, and without fuss. Meeting your requests such as -

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• Meeting to see if we can help you

• Obtaining details from your pension providers

• Making a one off withdrawal from your portfolio

• Starting your pension drawdown

• Transferring taxable investments annually into your untaxed ISA

• Changing the investment risk profile on General Investment Account

• Sending information to your accountant

• Booking in a telephone call from your adviser

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Brunswick Portfolios have delivered good investment performance

 

This can be seen in the following graphs.

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It is clearly important that the building blocks of the Brunswick Investment Solution, the Brunswick Growth Portfolio and the Brunswick Diversified Portfolio, perform well.

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Investment returns in the 5 years to 31/3/2023 show that the Brunswick Growth Portfolio (risk level 8) has performed ahead of its comparator benchmark.

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5 Year Performance to 31/03/2023

for Brunswick Growth Portfolio v Benchmark

(Investment Association Flexible Investment Sector Total Return)