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MI Brewin Dolphin Voyager Max 70% Equity Fund (0P0001L1E1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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123.39+0.25 (+0.21%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.14%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (24 Jun 2024)8.67%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return8.67%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001L1E1.LCategory
YTD4.07%0.00%
1-month0.96%0.00%
3-month2.79%0.00%
1-year10.13%0.00%
3-year2.23%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
0P0001L1E1.LCategory
2024
N/AN/A
2023
8.36%N/A
2022
-9.47%N/A
2021
8.67%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.65%N/AN/AN/A
20232.21%0.39%-0.07%5.68%
2022-3.76%-6.04%-1.15%1.27%
20211.40%4.45%0.14%2.47%

Rank in category (by total return)

YTD62
1-month40
3-month52
1-year61
3-year58
5-yearN/A

Load adjusted returns

1-year10.13%
3-year2.23%
5-yearN/A
10-yearN/A