MGTS Progeny ProFolio Global 70-90% Shares Fund GBP Inc header image

MGTS Progeny ProFolio Global 70-90% Shares Fund GBP Inc

Fund

ISIN GB00BQC4L083 / Valor null

NAV (2025-04-17)
GBP 1.07-0.52%

MGTS Progeny ProFolio Global 70-90% 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 6-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 70% and 90%, with limited exposure to alternative asset classes such as property and commodities (up to 30%). The balance of exposure will be to bonds and cash, with exposure to cash varying depending on prevailing circumstances.

Risks

Investors should be aware that this fund may not be appropriate for those planning to withdraw their money within 6 years. Additionally, the use of derivatives and/or hedging transactions are permitted, although they are designed to reduce risk or cost and may not materially affect the risk exposure of 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 70-90% Shares Fund USD Acc
MGTS Progeny ProFolio Global 70-90% Shares Fund USD Acc MGTS Progeny ProFolio Global 70-90% Shares Fund USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.87%USD 1.15
MGTS Progeny ProFolio Global 70-90% Shares Fund GBP Acc
MGTS Progeny ProFolio Global 70-90% Shares Fund GBP Acc MGTS Progeny ProFolio Global 70-90% Shares Fund GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.51%GBP 1.08