MGTS Future Money Real Value Fund

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MGTS Future Money Real Value R Inc

Category GBP Allocation 20-40% Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

156.20p

arrow-down-0.37p (-0.24%)

Fund Code

MRFMI

BBL4SZ8

GB00BBL4SZ89

Prices updated as at 07 May 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 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.

Growth chart of 1,000

Created with Highcharts 7.2.2202020212022202320242025950100010501100115012001250
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.


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