MGTS Future Money Real Value Fund

Select share classes

MGTS Future Money Real Value R Acc

Category GBP Allocation 20-40% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

183.02p

arrow-down-0.54p (-0.29%)

Fund Code

MRFMA

B89JN48

GB00B89JN484

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The Sub-fund is intended to provide capital growth and to provide a total return after fees that at least meets the rate of inflation, measured by the UK Consumer Price Index (CPI), over any five year period. The Sub-fund will be actively managed in a range of investments that when combined aim to provide a real return, whilst providing capital growth over the objective timeframe. The manager will use their expertise to select investments, rather than tracking a stock exchange or index, to take advantage of changing worldwide economic conditions. A minimum of 70% of the portfolio will be invested in collective investment schemes which provide exposure to a range of economic sectors and geographic areas, across a wide range of assets. Normally, the fund will hold at least 80% invested in collective investment schemes, unless the Manager considers that a period of instability exists which presents unusual risks.

Annual charges

Product charges
1.12
0.06
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 02 Apr 2024pdf
Annual Reports 31 Jan 2023pdf
Interim Short Report 31 Jan 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.