MGTS Future Money Real Growth R Acc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
224.77p
-2.87p (-1.26%)
Fund Code
MRGFA
B7WPBV9
GB00B7WPBV97
Prices updated as at 04 Apr 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 (protecting the purchasing power of an investment which is explained in the investment strategy section) 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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Richard Cole, Toby Ricketts |
236.35 | |
216.7 | |
Fund comparative index | UK CPI + 1% |
Mixed Investment 20-60% Shares | |
- | |
1.20 | |
0.10 | |
0.00 | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | Future Money Ltd |
Share class launch date | 03 Dec 2012 |
£59.79m | |
- | |
2.26 | |
- | |
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.