Advisor Managed Portfolios - Bramshill Income Performance Fund (BRMSX)
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Advisor Managed Portfolios - Bramshill Income Performance Fund
Milwaukee, WI 53202
615 East Michigan Street
414-287-3700
Management information
,Lead manager since 10 April 2016
Derek Pines is a Portfolio Manager and Analyst at Bramshill Investments. Prior to joining Bramshill Investments in 2012, Mr. Pines spent 10 years as a Proprietary Trader and Portfolio Manager specializing in quantitative strategies across a variety of asset classes, the bulk of that time with Assent (Sungard Financial) and most recently Chimera Securities. He also spent a year with Accenture in their Core Trading Services Group. Mr. Pines holds a Masters Graduate Certificate in Algorithmic Trading from Stevens University. Mr. Pines graduated cum laude with a B.S. in finance from Georgetown University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryNontraditional Bond
Fund familyBramshill Investments
Net assets835.72M
YTD return0.79%
Yield4.49%
Morningstar rating★★★
Inception date10 Apr 2016
Fund operations
Last dividend0.17
Last cap gain-4.00
Holdings turnover57.00%
Average for categoryN/A
Fees and expenses
ExpenseBRMSXCategory average
Annual report expense ratio (net)1.46%1.23%
Prospectus net expense ratio1.46%N/A
Prospectus gross expense ratio1.46%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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