MGTS Wealth Solutions Balanced

Select share classes

There is only one type of share class for this fund.

MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Acc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

144.53p

arrow-down-0.97p (-0.67%)

Fund Code

MRWPA

BLCVQY3

GB00BLCVQY34

Prices updated as at 18 Dec 2025

Prices in GBX

Investment objective

The objective of the MGTS Wealth Solutions Balanced Fund is to provide a balance of capital growth and income over 4 years (investors should also consider this to be the minimum recommended holding period). The fund is actively managed and therefore the investment manager decides which investments to buy or sell, and when.

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.

Company name

W1M Investment Management Limited

Fund launch date

06 Jul 2020

Domicile

United Kingdom

UCITS

Yes

Fund manager

Algernon Percy

Manager start date

04 Jul 2022

Fund manager biography

Algernon sits on the Board as Managing Director. He is a member of the Multi-Asset team and also Portfolio Manager. Algernon looks after the Waverton Portfolio Fund and the Waverton Multi-Asset Growth Fund, as well as a number of direct client relationships. He is also a member of the Asset Allocation Committee.

Fund manager

James Mee

Manager start date

04 Jul 2022

Fund manager biography

James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies and lead manager of the Waverton Multi-Asset Income, Multi-Asset Growth and the Portfolio Fund. He is also responsible for managing the Waverton Multi- Asset Fund range, including Defensive, Cautious and Balanced funds, as well as managing segregated multi-asset mandates, and is part of the team responsible for our award winning MPS. James is a member of the Asset Allocation Committee and the Stock Selection Committee. He has been nominated 4 years in a row (2020- 2024) for the Investment Week Fund Manager of the Year Awards (Mixed Investment 20-60% Shares category), and won in 2022. He also won the 2022 Portfolio Adviser “Best Multi-Asset Fund - Balanced” award. James is a CFA charterholder.

Head office

16 Babmaes Street

London

United Kingdom

SW1Y 6AH

Got a question?

Get in touch

we're here to help:

+44 (0) 20 7484 7484

Mon-Fri 8am to 6pm

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.