MGTS Sentinel Universal Port

Select share classes

MGTS Sentinel Universal Portfolio B Accumulation

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

245.36p

arrow-up0.43p (+0.18%)

Fund Code

PMSUB

B6X78T4

GB00B6X78T41

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The objective of the Sub-Fund is to provide capital growth over any 5 year period. The Sub-Fund will be actively managed and therefore the Investment Adviser 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 may include schemes operated by the ACD, associates or controllers of the ACD), in any economic sector and any geographic area, across a wide range of assets. This includes shares, bonds, cash and near cash instruments.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerToby Ricketts
245.36
217.15
Fund comparative indexIA Mixed Investment 40-85% Shares
Mixed Investment 40-85% Shares
-
0.91
0.19
0.00
GBP Allocation 60-80% Equity
No
Fund providerMargetts Fund Management Limited
Share class launch date25 Jun 2012
£92.39m
-
0.74
-
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.