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

£1.35948

arrow-up£0.016 (+1.19%)

Fund Code

MBEBA

BLF9V61

GB00BLF9V612

Prices updated as at 17 Jan 2025

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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	-	-
31 Dec 18 - 31 Dec 19	-	-
31 Dec 19 - 31 Dec 20	-	-
31 Dec 20 - 31 Dec 21	10.72	11.14
31 Dec 21 - 31 Dec 22	-9.62	-10.08
31 Dec 22 - 31 Dec 23	8.95	8.37
31 Dec 23 - 31 Dec 24	11.60	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	1.19	0.68
1 Month	0.41	1.23
3 Months	3.26	2.07
6 Months	5.53	4.34
1 Year	14.33	13.13
3 Years annualised	4.53	3.46
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

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