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.

Further information and useful downloads


You can find out more about our Voyager Funds and their performance by viewing our latest factsheets.

Get in touch

Your local Business Development Manager (BDM) will be happy to give their view based on market experience as to whether our individual investment management services may be a potential fit for you and your clients.

Why choose RBC Brewin Dolphin?

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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.