Brooks Macdonald Group PLC Quarterly Announcement of Funds under Management (2525F)
2018年10月26日 - 3:00PM
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RNS Number : 2525F
Brooks Macdonald Group PLC
26 October 2018
26 October 2018
BROOKS MACDONALD GROUP PLC
Quarterly Announcement of Funds under Management
Brooks Macdonald Group plc (the "Group"), the AIM listed
investment management group, today publishes its quarterly update
on its discretionary Funds Under Management ("FUM") for the first
quarter ended 30 September 2018.
As at 30 September 2018 FUM totalled GBP12.8 billion, an
increase of 3.0% over the prior quarter (30 June 2018: GBP12.4
billion). This was driven by net new business (+GBP158m) and
investment performance (+GBP211m). As a comparison the MSCI WMA
Private Investor Balanced Index increased by 1.0% over the
period.
Within these total figures, UKIM maintained a healthy rate of
organic growth and had total growth of 3.6% to GBP11.1 billion. BMI
experienced net outflows, following the departure of one of its
client-facing teams, as described in the FY 2018 full year results
statement, and closing FUM was down 1.1% to GBP1.7 billion.
Year-on-year as at 30 September 2018, FUM increased by 16.4% (30
September 2017: GBP11.0 billion).
Analysis of discretionary fund flows over the quarter
Quarter to 30 September
2018
----------------------------
GBPm UKIM BMI TOTAL
------------------ -------- --------
Opening FUM 10,722 1,693 12,414
------------------ -------- -------- --------
Net new business 211 (52) 158
------------------ -------- -------- --------
Performance 177 34 211
------------------ -------- -------- --------
Closing FUM 11,110 1,674 12,784
------------------ -------- -------- --------
Organic growth 2.0% (3.1)% 1.3%
------------------ -------- -------- --------
Total growth 3.6% (1.1)% 3.0%
-------- -------- --------
Caroline Connellan, Chief Executive of Brooks Macdonald
commented:
"We have maintained positive momentum in our UK business over
the first quarter, with good organic growth despite softer client
sentiment in light of the current macroeconomic environment.
"We were also pleased to start the new financial year with the
opening of our East Anglia office in Bury St. Edmunds and the
launch of our Responsible Investment Service.
"The ongoing strength of our investment performance has been
particularly pleasing, driven by our Centralised Investment Process
and the expertise within our teams. High quality active investment
management is of particular importance in what continue to be
difficult market conditions and we remain focussed on continuing to
meet our clients' and advisers' expectations."
Enquiries to:
Brooks Macdonald Group plc www.brooksmacdonald.com
Caroline Connellan, Chief Executive 020 7499 6424
Ben Thorpe, Finance Director
Peel Hunt LLP (Nominated Adviser and Broker)
Guy Wiehahn / Adrian Haxby 020 7418 8900
MHP Communications
Reg Hoare / Simon Hockridge / Charlie Barker 020 3128 8540
Notes to editors
Brooks Macdonald Group plc, through its various subsidiaries,
provides leading investment management services in the UK and
internationally. The Group, which was founded in 1991 and began
trading on AIM in 2005, had discretionary funds under management
(FUM) of GBP12.8bn as at 30 September 2018.
Brooks Macdonald offers a range of investment management
services to private high net worth individuals, pension funds,
institutions, charities and trusts. The Group also provides
financial planning as well as offshore investment management and
acts as fund manager to regulated OEICs providing specialist funds
in the property and structured return sectors.
The Group has thirteen offices across the UK and the Channel
Islands including London, East Anglia, Hampshire, Leamington Spa,
Manchester, Taunton, Tunbridge Wells, York, Scotland, Wales,
Jersey, and Guernsey.
LEI: 213800WRDF8LB8MIEX37
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END
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