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MI Brewin Dolphin Voyager Max 40% Equity Fund (0P0001L1DN.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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101.78+0.05 (+0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.08%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (21 Jun 2024)6.71%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return6.71%
Worst 3-yr total return-0.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001L1DN.LCategory
YTD1.56%0.00%
1-month0.56%0.00%
3-month1.79%0.00%
1-year6.92%0.00%
3-year-0.45%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001L1DN.LCategory
2024
N/AN/A
2023
6.71%N/A
2022
-11.02%N/A
2021
3.25%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.66%N/AN/AN/A
20231.97%-0.57%-0.73%6.02%
2022-4.30%-5.33%-3.19%1.46%
2021-0.80%2.97%-0.37%1.46%

Rank in category (by total return)

YTD38
1-month49
3-month33
1-year44
3-year57
5-yearN/A

Load adjusted returns

1-year6.92%
3-year-0.45%
5-yearN/A
10-yearN/A