Voyager Risk Rated Funds
Our Voyager Funds are designed to meet the needs and risk appetite of a wide range of clients through a unitised fund structure.
What are the Voyager Funds?
Our risk-rated Voyager Funds enable your clients to access the proven investment approach behind our Managed Portfolio Service (MPS) within a fund wrapper. They were launched to help you offer more choice to more clients.
Each Voyager Fund is mapped to its MPS equivalent with the same expert team at the helm and the same proven investment process. This means you can access the investment solution of your choice in a way that’s most suitable for your clients’ needs.
The Voyager Funds follow a fund of funds approach. We invest primarily in actively managed funds, though we will include passive funds where we think it will benefit the portfolios in the long run.
Key facts about Voyager Funds
Six risk-rated funds, aligned to their equivalent MPS portfolio and designed to match your clients’ goals and ambitions
Rebalanced in line with MPS, with the additional flexibility of in-fund daily dealing
Competitive OCFs, incorporating the RBC Brewin Dolphin management fee
Robust and repeatable investment process
All funds are risk mapped against Defaqto, Dynamic Planner, EValue, Finametrica, MorningStar and Synaptic
Investment underpinned by our in-house Research team
Why choose Voyager Funds?
Choice
A choice of six funds offering you with an investment solution that closely matches your clients’ goals, ambitions, and attitude to risk.
Expert
A strategic approach to investing money driven by our Asset Allocation Committee and in-house research team.
Inclusive rebalancing
Trading costs for rebalancing are covered within each fund. That means no trading charges to pay for your client, other than when they buy and sell units in the fund itself.
Up-to-date
Tactical adjustments at least monthly to reflect the Asset Allocation Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market.
Accessible
The Key Investor Information Documents (KIIDS) for each fund can be found below and further information, including the prospectus, can be found here.
Transparent
Competitive OCFs which include our own management fee and the OCFs of the underlying funds.
Why choose RBC Brewin Dolphin?
Trusted
1,700 adviser partners
Expert
Voted top of our field
Established
Our firm dates back to 1762
Your clients’ investments are in safe hands
Gold rating for our Discretionary Fund Management service
A five star rating for our DFM MPS on Platform service
A five diamond rating for our DFM MPS (Platform) Family service
Our services
We offer a range of services to help you meet the needs of each client.
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
Key information
MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
Key information
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
Key information
Managed Portfolio Service (MPS)
Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.
Key information
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
Sustainable MPS
Our Sustainable MPS offers your clients the opportunity to contribute positively to global environmental and social sustainability challenges.
