MGTS Future Money Dynamic Growth R Acc

The fund aims to provide capital growth and 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 fund will invest a minimum of 70% of the portfolio in collective investment schemes across various economic sectors and geographic areas. Additionally, it may directly invest up to 30% in shares, bonds, cash, near cash instruments, investment trusts, REITs, and structured products with embedded derivatives. The overall exposure to shares will be between 40% and 85%, with bonds having a maximum exposure of 60%.

The fund may face risks associated with market overpricing, periods of instability, and unusual risks. During such times, the fund may increase liquidity and hold more cash or near cash instruments. The fund is actively managed, and the use of derivatives and hedging transactions is permitted for efficient portfolio management.

https://investors.futuremoney.mgtsfunds.com/