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
261.60p
-0.85p (-0.32%)
Fund Code
MRDGA
B8FFPK0
GB00B8FFPK05
Prices updated as at 31 Mar 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 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
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 1.45 | 2.31 |
| 31 Dec 15 - 31 Dec 16 | 13.88 | 13.23 |
| 31 Dec 16 - 31 Dec 17 | 10.36 | 10.00 |
| 31 Dec 17 - 31 Dec 18 | -7.45 | -6.37 |
| 31 Dec 18 - 31 Dec 19 | 17.83 | 15.67 |
| 31 Dec 19 - 31 Dec 20 | 2.80 | 5.25 |
| 31 Dec 20 - 31 Dec 21 | 7.30 | 11.14 |
| 31 Dec 21 - 31 Dec 22 | -10.73 | -10.08 |
| 31 Dec 22 - 31 Dec 23 | 7.18 | 8.37 |
| 31 Dec 23 - 31 Dec 24 | 7.19 | 9.00 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | -0.32 | -0.96 |
| 1 Month | -2.65 | -3.28 |
| 3 Months | 0.26 | -1.23 |
| 6 Months | -0.22 | -0.13 |
| 1 Year | 4.31 | 3.20 |
| 3 Years annualised | 2.46 | 2.90 |
| 5 Years annualised | 6.39 | 7.76 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
