MI Brewin Dolphin Voyager Max 80% Equity B GBP Acc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.32597

arrow-down£-0.001 (-0.11%)

Fund Code

MBEBA

BLF9V61

GB00BLF9V612

Prices updated as at 14 Nov 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	David Hood, Paul Danis, James Box, Michael Paul, Guy Foster
	1.33
	1.14
Fund comparative index	IA Mixed Investment 40-85%
	Mixed Investment 40-85% Shares
	-
	0.64
	0.00
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	Brewin Dolphin Ltd.
Share class launch date	28 Oct 2020
	-
	-
	1.80
	-
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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MI Brewin Dolphin Voyager Max 80% Equity Fund