MI Brewin Dolphin Voyager Max 90% Equity Fund

Select share classes

MI Brewin Dolphin Voyager Max 90% Equity A GBP Acc

Category GBP Allocation 80%+ Equity


star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.41488

arrow-up£0.018 (+1.28%)

Fund Code

MBNAA

BLF9V83

GB00BLF9V836

Prices updated as at 25 Nov 2024
|
Prices in GBP

Investment objective
The Sub-fund aims to provide capital growth with some level of income through an exposure to equities of up to 90%. 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.

Annual charges

Product charges
0.76
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 20 Nov 2024pdf
Key Information Document / Technical Guide 04 Nov 2024pdf
Annual Reports 31 May 2024pdf
Annual Short Report 31 May 2024pdf
Interim Short Report 31 Mar 2024pdf
Please note that service charges will also apply. Read more about our fees.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.