MGTS Progeny ProFolio Global 30-50% Shares Fund GBP Inc header image

MGTS Progeny ProFolio Global 30-50% Shares Fund GBP Inc

Fund

ISIN GB00BQC4KG79 / Valor null

NAV (2025-01-22)
GBP 1.11+0.11%

MGTS Progeny ProFolio Global 30-50% Shares Fund GBP Inc
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General Objective

The objective of the fund is to provide capital growth, with the potential for income, over any 4-year period.

Fund Exposure

The fund is a global portfolio that provides exposure to a range of asset classes across any economic sector and geographic area. It has exposure to shares that can vary between 30% and 50%, with limited exposure to alternative asset classes such as property and commodities. The balance of exposure will be to bonds and cash, with a minimum of 70% of the fund invested in collective investment schemes.

Risks

Investing in the fund may not be suitable for investors who plan to withdraw their money within 4 years due to the potential volatility of the market and the fund's exposure to different asset classes. Additionally, the use of derivatives and hedging transactions could introduce additional risks to the fund.

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Source

https://theprogenygroup.com/advisers/mgts-progeny-profolio-global-funds/

Tags:
msci world multi asset global portfolio

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OTHER SHARE CLASSES OF THIS FUND

MGTS Progeny ProFolio Global 30-50% Shares Fund USD Acc
MGTS Progeny ProFolio Global 30-50% Shares Fund USD Acc MGTS Progeny ProFolio Global 30-50% Shares Fund USD Acc
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Annual Return

-50%0%+50%

Risk level

110
0.66%USD 1.13
MGTS Progeny ProFolio Global 30-50% Shares Fund GBP Acc
MGTS Progeny ProFolio Global 30-50% Shares Fund GBP Acc MGTS Progeny ProFolio Global 30-50% Shares Fund GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 1.13