MGTS IBOSS 4 R Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
149.69p
0.23p (+0.15%)
Fund Code
MIFRA
GB00BD8R5J76
Prices updated as at 28 Mar 2024
Prices in GBX
Investment objective
The objective of the Sub-fund is to provide total return over any 6-year period. A minimum of 70% of the portfolio will be invested in collective investment schemes (which may include schemes operated by the manager, associates or controllers of the manager). Normally, the Sub-fund will be fully invested in collective investment schemes, save for an amount to enable ready settlement of liabilities (including redemption of units) 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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Chris Rush, Chris Metcalfe |
149.88 | |
134.23 | |
Fund comparative index | IA Mixed Invest 40 - 85% Shares |
Mixed Investment 40-85% Shares | |
- | |
0.96 | |
0.14 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | Margetts Fund Management Limited |
Share class launch date | 08 Feb 2016 |
£54.92m | |
- | |
0.91 | |
- | |
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.