MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund I GBP Accumulation
Fund
ISIN GB00BYXG9Z06 / Valor null
NAV (2026-07-13)
GBP 1.20+0.50%
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund I GBP Accumulation
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The MGTS AFH DA UK Smaller Companies Fund seeks capital growth over seven years by primarily investing at least 70% of its portfolio in shares of small-cap UK companies, specifically those in the bottom 10% by market capitalization. Additionally, up to 10% of the fund may be allocated to collective investment schemes, and the remaining investments are made in other transferable securities like non-UK stocks, bonds, and derivatives. This diversified approach focuses on smaller UK businesses while also including broader financial instruments to support growth objectives.
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Tags:
uk companiesftse small cap indexsmall market capitalisation
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OTHER SHARE CLASSES OF THIS FUND
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund I GBP Income
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund I GBP Income
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund I GBP Income
Annual Return
-50%0%+50%
Risk level
110
0.51%GBP 1.09
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund R GBP Accumulation
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund R GBP Accumulation
MGTS AFH DA Fund - MGTS AFH DA UK Smaller Companies Fund R GBP Accumulation