MI Brewin Dolphin Voyager Max 80% Equity Fund

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MI Brewin Dolphin Voyager Max 80% Equity B GBP Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.30865

arrow-up£0.006 (+0.47%)

Fund Code

MBEBA

BLF9V61

GB00BLF9V612

Prices updated as at 04 Oct 2024
|
Prices in GBP
Investment objective
The Sub-fund aims to provide a balance between capital growth and income through an exposure to equities of up to 80%. At least 80%, and potentially 100%, of the Subfund’s investments will be indirect through other funds. The other funds may be actively managed or may be passively managed (that is funds which track or are closely linked to the performance of an index), although it is it not expected that more than 20% will be invested in passive funds at any one time. It is the intention to invest at least 35% of the allocation into funds managed by the ACD or sponsored by Brewin Dolphin Limited.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Brewin Dolphin Ltd.
Fund launch date
28 Oct 2020
Domicile
United Kingdom
UCITS
Yes
Fund manager
David Hood
Manager start date
28 Oct 2020
Fund manager biography
David joined RBC Brewin Dolphin in March 2009 as a quantitative analyst. He heads up the Central Investment Solutions team which specialises in model portfolio construction and risk analysis. The team manage the MPS (Managed Portfolio Service) and MI Select Managers propositions for the firm in close collaboration with the Research team. Prior to joining Brewin Dolphin, David co-founded a software firm specialising in real-time multi-dimensional data analysis to aid business and financial decision making. The firm was acquired by a large Canadian software company that was, in turn, acquired by IBM. David has a First Class BSc (Hons) in Computer Information Systems, an MSc Finance, is a CFA charterholder and holds a certificate in Quantitative Finance.
Fund manager
Paul Danis
Manager start date
28 Oct 2020
Fund manager biography
Paul is head of asset allocation research at RBC Brewin Dolphin. Paul began his career in 1998 trading interest rate futures and options in the pits of the Montreal Exchange. In 2001, he moved into research, and has worked as a strategist on the sellside (Lehman Brothers/Nomura), the buyside (Credit Suisse) as well as in independent research (BCA Research). Paul graduated from McGill University and is a CFA charterholder.
Head office
12 Smithfield Street
London
United Kingdom
EC1A 9BD
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