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MI Brewin Dolphin Voyager Max 40% Equity Fund (0P0001L1DP.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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101.09+0.30 (+0.30%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.46%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (14 Jun 2024)6.80%
Worst 1-yr total return (14 Jun 2024)N/A
Best 3-yr total return6.80%
Worst 3-yr total return-0.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001L1DP.LCategory
YTD1.60%0.00%
1-month0.57%0.00%
3-month1.81%0.00%
1-year7.00%0.00%
3-year-0.37%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
0P0001L1DP.LCategory
2024
N/AN/A
2023
6.80%N/A
2022
-10.95%N/A
2021
3.32%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.68%N/AN/AN/A
20231.99%-0.55%-0.71%6.04%
2022-4.28%-5.31%-3.17%1.47%
2021-0.78%2.99%-0.37%1.49%

Rank in category (by total return)

YTD37
1-month49
3-month31
1-year42
3-year55
5-yearN/A

Load adjusted returns

1-year7.00%
3-year-0.37%
5-yearN/A
10-yearN/A