MGTS Progeny ProFolio Model 30-50% Shares Acc
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General Objective
The objective of the Sub-fund is to provide capital growth, with the potential for income, over any 4-year period.
Fund Exposure
This Sub-fund provides exposure to shares that can vary between 30% and 50%, with a focus on UK shares. It may also provide exposure to alternative asset classes such as property and commodities, limited to 30%. The balance of exposure will be to bonds and cash.
Risks
Investors should be aware that this Sub-fund may not be appropriate for those planning to withdraw their money within 4 years, as the objective is focused on capital growth over a 4-year period. Additionally, the use of derivatives and alternative asset classes may introduce additional risk to the fund.