MI Brewin Dolphin Voyager Max 90% Equity Fund (0P0001L1E9.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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MI Brewin Dolphin Voyager Max 90% Equity Fund
12 Smithfield Street
02032013900
Management information
,Lead manager since 28 October 2020
Guy joined RBC Brewin Dolphin in 2006 and has previously served as Head of Research before becoming the Chief Strategist. HIs responsibility covers the investment strategy, providing recommendations on tactical investment strategies to our investment managers and leads the Investment Solutions business. In addition, he is Chair of the monthly Asset Allocation Committee and the daily investment strategy and research meeting. He also frequently discusses financial issues with the media as well as presenting to both our staff and clients. Before joining RBC Brewin Dolphin, Guy, who launched the group’s Managed Portfolio Service solution in 2008, was an Investment Director at Hill Martin Asset Management. He is a CFA charterholder and holds the Chartered Institute for Securities & Investment Diploma. He is also a member of the Society of Business Economists. “I know investment can be an emotional rollercoaster for clients, so we pay constant attention to the markets, applying decades of experience to the task of achieving their financial objectives.”
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyBrewin Dolphin Ltd.
Net assets282.57M
YTD return5.17%
Yield1.41%
Morningstar rating★★★
Inception date28 Oct 2020
Fund operations
Last dividend0.00
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001L1E9.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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