MGTS Aequitas Balanced Fund R Acc

The MGTS Aequitas Balanced Fund aims for capital growth and potential income by investing in a diversified mix of assets across various sectors and regions. Its portfolio typically consists of 65% to 85% equities, ensuring broad exposure to different stock markets, while maintaining 15% to 30% in bonds, including government, corporate, and inflation-linked bonds. The fund adjusts its holdings to stay within 40% to 85% in shares and 10% to 60% in bonds, ensuring a balanced approach to growth and stability over a five-year period.