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

£1.29987

arrow-up£0.004 (+0.31%)

Fund Code

MBEBA

BLF9V61

GB00BLF9V612

Prices updated as at 26 Sep 2024
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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.

Growth of 1,000 as of 27 Sep 2024, 00:09

Trailing returns (%) as of 27 Sep 2024, 00:09

No data available

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16--
30 Jun 16 - 30 Jun 17--
30 Jun 17 - 30 Jun 18--
30 Jun 18 - 30 Jun 19--
30 Jun 19 - 30 Jun 20--
30 Jun 20 - 30 Jun 21--
30 Jun 21 - 30 Jun 22-7.73-7.38
30 Jun 22 - 30 Jun 233.943.56
30 Jun 23 - 30 Jun 2412.8311.66

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.020.16
1 Month0.350.34
3 Months1.121.19
6 Months3.393.21
1 Year12.7612.48
3 Years annualised2.752.25
5 Years annualised--
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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