MGTS Future Money Dynamic Growth 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
254.59p
-5.03p (-1.94%)
Fund Code
MRDGA
B8FFPK0
GB00B8FFPK05
Prices updated as at 04 Apr 2025
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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 3% (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) 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 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 chart of 1,000
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.