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
230.63p
-0.03p (-0.01%)
Fund Code
MRGFA
B7WPBV9
GB00B7WPBV97
Prices updated as at 25 Oct 2024
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
Growth of 1,000 as of 26 Oct 2024, 00:10
Trailing returns (%) as of 26 Oct 2024, 00:10
Annual performance (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 30 Sep 13 - 30 Sep 14 | 4.89 | 5.72 |
| 30 Sep 14 - 30 Sep 15 | -0.05 | 0.59 |
| 30 Sep 15 - 30 Sep 16 | 12.41 | 12.07 |
| 30 Sep 16 - 30 Sep 17 | 5.67 | 6.53 |
| 30 Sep 17 - 30 Sep 18 | 4.42 | 2.76 |
| 30 Sep 18 - 30 Sep 19 | 3.12 | 3.88 |
| 30 Sep 19 - 30 Sep 20 | -4.16 | -0.82 |
| 30 Sep 20 - 30 Sep 21 | 14.17 | 12.48 |
| 30 Sep 21 - 30 Sep 22 | -11.05 | -11.22 |
| 30 Sep 22 - 30 Sep 23 | 5.89 | 4.58 |
| 30 Sep 23 - 30 Sep 24 | 13.55 | 12.91 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | -0.02 | -0.06 |
| 1 Month | 0.79 | 0.43 |
| 3 Months | 1.94 | 2.17 |
| 6 Months | 5.03 | 4.83 |
| 1 Year | 16.61 | 15.09 |
| 3 Years annualised | 2.33 | 1.49 |
| 5 Years annualised | 3.48 | 3.36 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
