MGTS Future Money Real Growth R Inc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
203.41p
0.18p (+0.09%)
Fund Code
MRGFI
BBL4SY7
GB00BBL4SY72
Prices updated as at 12 Dec 2025
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 30 Sep 14 - 30 Sep 15 | -4.24 | 0.59 |
| 30 Sep 15 - 30 Sep 16 | 17.59 | 12.07 |
| 30 Sep 16 - 30 Sep 17 | 5.67 | 6.53 |
| 30 Sep 17 - 30 Sep 18 | 4.42 | 2.76 |
| 30 Sep 18 - 30 Sep 19 | 3.11 | 3.88 |
| 30 Sep 19 - 30 Sep 20 | -4.15 | -0.82 |
| 30 Sep 20 - 30 Sep 21 | 14.16 | 12.48 |
| 30 Sep 21 - 30 Sep 22 | -11.05 | -11.22 |
| 30 Sep 22 - 30 Sep 23 | 5.89 | 4.58 |
| 30 Sep 23 - 30 Sep 24 | 13.55 | 12.91 |
| 30 Sep 24 - 30 Sep 25 | 6.49 | 7.31 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | -0.08 | 0.07 |
| 1 Month | -0.30 | -0.28 |
| 3 Months | 3.35 | 2.85 |
| 6 Months | 6.72 | 6.62 |
| 1 Year | 8.05 | 8.00 |
| 3 Years annualised | 7.26 | 7.60 |
| 5 Years annualised | 4.41 | 3.98 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.