19 March 2021
Wealth manager Brewin Dolphin has seen its MI Brewin Dolphin Voyager Fund Range reach an impressive £120m of inflows since launch in October 2020.
The Voyager fund range comprises five new risk-rated funds that replicate the company’s successful Model Portfolio Service (MPS) but in a unitised fund structure. In addition, the fund range is now available on the Aegon (formerly CoFunds), FundsNetwork and Old Mutual platforms, which has been a key requirement for advisers.
Antony Champion, head of intermediaries, Brewin Dolphin, said: “We developed the MI Brewin Dolphin Voyager fund range to provide advisers and their clients with more choice. They have access to our investment expertise via these funds, which are designed to meet their financial aspirations and risk appetite. We have harnessed the same expertise that underpins our award-winning MPS models to create the five risk-rated Voyager funds.
“The fact that we have achieved such a significant milestone within five months builds on the success of our process, structure and strategies, which are all designed to further support advisers. We’re grateful to advisers for their support of the Voyager fund range.”
David Hood, head of central investment solutions, Brewin Dolphin, added: “The launch of the MI Brewin Dolphin Voyager fund range means that we’re able for the first time to provide our MPS investment thinking in a unitised structure – it’s something that we’re very excited about. Voyager includes the MI Select Managers funds which have recently passed their third-year anniversary and have been instrumental in delivering excellent returns at a really compelling price point”.
The fund range offers a diverse set of investments across funds that invest in equities, fixed interest securities, alternatives and cash-like instruments. Each Voyager fund aims to deliver capital growth and income with a level of risk that is appropriate for advisers and their clients.
The fund range is managed by Brewin Dolphin’s Investment Solutions team, led by David Hood, that also runs MPS. The company’s asset allocation committee sets the long-term asset allocation and the research team then uses a quality screening process to identify the best external managers.
Notes to editors:
The Brewin Dolphin Voyager fund range:
- MI Brewin Dolphin Voyager Max 40% Equity Fund
- MI Brewin Dolphin Voyager Max 60% Equity Fund
- MI Brewin Dolphin Voyager Max 70% Equity Fund
- MI Brewin Dolphin Voyager Max 80% Equity Fund
- MI Brewin Dolphin Voyager Max 90% Equity Fund
The ongoing charge (OCF) for the Voyager fund range will be between 0.78% to 0.82% depending on the fund.
The fund range is risk rated by Defaqto, Dynamic Planner, Morningstar, Finametrica, Synaptic and eValue.
Maitland is the Authorised Corporate Director for the Brewin Dolphin Voyager funds and is therefore the regulated entity for the funds. Maitland is a global advisory and fund administration provider with over $220 billion in assets under administration and has been working with Brewin Dolphin since the 2018 launch of the MI Select Manager funds.
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
Disclaimers:
- The value of investments and any income from them can fall and you may get back less than you invested
- The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
- Past performance is not a guide to future performance
- This information is for illustrative purposes only and is not intended as investment advice.
- No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact us.
- If your clients invest in currencies other than their own, fluctuations in currency value will mean that the value of their investment will move independently of the underlying asset.
- The information contained in this document is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
- Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £51.4* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £44.6* billion on a discretionary basis.
Our intermediary business manages £15.8* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service and the MI Brewin Dolphin Voyager fund range.
In line with the premium we place on personal relationships, we’ve built a network of 34 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
For more information, visit: www.brewin.co.uk
*as at 31st December 2020