MGTS Future Money Dynamic Growth Fund

Select share classes

MGTS Future Money Dynamic Growth R Inc

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

223.57p

arrow-up0.11p (+0.05%)

Fund Code

MRDGI

BBL4SX6

GB00BBL4SX65

Prices updated as at 28 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerRichard Cole, Toby Ricketts
223.84
200.95
Fund comparative indexUK CPI + 3%
Mixed Investment 40-85% Shares
-
1.34
0.14
0.00
GBP Allocation 60-80% Equity
No
Fund providerMargetts Fund Management Limited
Share class launch date17 Jun 2013
£39.91m
-
0.77
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.