MGTS Future Money Real Growth Fund

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MGTS Future Money Real Growth R Inc

Category GBP Allocation 40-60% Equity


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

203.41p

arrow-up0.18p (+0.09%)

Fund Code

MRGFI

BBL4SY7

GB00BBL4SY72

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 1% (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 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 to 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 40-60% Equity
30 Sep 14 - 30 Sep 15-4.240.59
30 Sep 15 - 30 Sep 1617.5912.07
30 Sep 16 - 30 Sep 175.676.53
30 Sep 17 - 30 Sep 184.422.76
30 Sep 18 - 30 Sep 193.113.88
30 Sep 19 - 30 Sep 20-4.15-0.82
30 Sep 20 - 30 Sep 2114.1612.48
30 Sep 21 - 30 Sep 22-11.05-11.22
30 Sep 22 - 30 Sep 235.894.58
30 Sep 23 - 30 Sep 2413.5512.91
30 Sep 24 - 30 Sep 256.497.31

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.080.07
1 Month-0.30-0.28
3 Months3.352.85
6 Months6.726.62
1 Year8.058.00
3 Years annualised7.267.60
5 Years annualised4.413.98
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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