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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
MI Brewin Dolphin Investment Funds - MI Select Managers North American Equity Fund O Income Shares: holdings, performance and fees
1Y return+18.0%
3Y return+57.0%
5Y return+52.1%
OCF (ongoing charge)0.55%
Top 10 holdings
| Holding | Weight |
|---|---|
| GQG PARTNERS U.S. EQUITY I HEDGED ACC GBP | 9.5% |
| MICROSOFT CORPORATION | 4.6% |
| APPLE INC. | 4.0% |
| NVIDIA CORPORATION | 3.7% |
| AMAZON.COM, INC. | 2.4% |
| TESLA, INC. | 2.1% |
| META PLATFORMS, INC. | 1.9% |
| BROADCOM INC. | 1.8% |
| CISCO SYSTEMS, INC. | 1.7% |
| MICRON TECHNOLOGY, INC. | 1.7% |
Top sectors
- TELECOM, MEDIA & TECHNOLOGY34.7%
- OTHERS19.4%
- CONSUMER PRODUCTS19.0%
- FINANCIALS8.5%
- HEALTH CARE8.3%
Top countries
- NORTH AMERICAN94.0%
- NOT SPECIFIED4.1%
- INTERNATIONAL1.6%
- UK0.2%
- ASIA PACIFIC0.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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