MGTS Future Money Real Value R Acc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
191.86p
0.71p (+0.37%)
Fund Code
MRFMA
B89JN48
GB00B89JN484
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
The Sub-fund is intended to provide capital growth and to provide a total return after fees that at least meets the rate of inflation, measured by the UK Consumer Price Index (CPI), over any five year period. The Sub-fund will be actively managed in a range of investments that when combined aim to provide a real return, whilst providing capital growth 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 which provide exposure to a range of economic sectors and geographic areas, across a wide range of assets. Normally, the fund will hold at least 80% invested in collective investment schemes, unless the Manager considers that a period of instability exists which presents unusual risks.
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 |
195.12 | |
183.46 | |
Fund comparative index | UK CPI |
Mixed Investment 20-60% Shares | |
- | |
1.06 | |
0.07 | |
0.00 | |
GBP Allocation 20-40% Equity | |
No | |
Fund provider | Future Money Ltd |
Share class launch date | 03 Dec 2012 |
£25.00m | |
- | |
2.41 | |
- | |
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.