MGTS Future Money Dynamic Growth Fund

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MGTS Future Money Dynamic Growth R Acc

Category GBP Allocation 60-80% Equity


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

291.93p

arrow-up0.00p (+0.00%)

Fund Code

MRDGA

B8FFPK0

GB00B8FFPK05

Prices updated as at 12 Dec 2025
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Prices in GBX

Investment objective
The Sub-fund is intended to provide capital growth and to provide a total return after fees of at least the rate of inflation, measured by the UK Consumer Price Index (CPI), plus 3% (per annum) over any five-year period. The Sub-fund will be actively managed in a range of investments that when combined aim to provide real growth (protecting the purchasing power of an investment which is explained in the investment strategy section) 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 be fully invested in collective investment schemes, save for an amount to enable ready settlement of liabilities and efficient management.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
30 Sep 14 - 30 Sep 15-1.090.07
30 Sep 15 - 30 Sep 1616.6015.70
30 Sep 16 - 30 Sep 179.049.07
30 Sep 17 - 30 Sep 184.745.10
30 Sep 18 - 30 Sep 194.053.86
30 Sep 19 - 30 Sep 20-2.33-0.10
30 Sep 20 - 30 Sep 2116.2516.49
30 Sep 21 - 30 Sep 22-13.22-10.24
30 Sep 22 - 30 Sep 234.815.13
30 Sep 23 - 30 Sep 2414.4114.19
30 Sep 24 - 30 Sep 258.538.96

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.38
1 Month-1.01-0.70
3 Months3.793.90
6 Months8.668.82
1 Year10.239.43
3 Years annualised8.459.31
5 Years annualised4.405.91
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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