MGTS Future Money Real Growth R Acc

Fund

Fund Info

  • Yield History1.46%
  • 3 Year sharpe0.96
  • 3 Year alpha1.31
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.42%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupMargetts
  • DomicileUnited Kingdom
  • ISINGB00B7WPBV97

Investment Strategy

The Fund is intended to provide long term capital growth through an actively managed diversified portfolio of investments with the objective of increasing the purchasing power of the investment by growing ahead of the rate of inflation. The Fund will be appropriate for a medium risk investor and consists of holdings exposed to UK & International equities, Fixed Interest and Property based investments.