MGTS Sentinel Universal Portfolio Retail Income

Premier Universal GBP Moderate Alloc aims for capital growth by investing at least 70% of its portfolio in diversified collective investment schemes across various sectors and regions, including shares, bonds, and cash instruments. Additionally, up to 30% is invested directly in a mix of individual shares, bonds, investment trusts, real estate investment trusts (REITs), and structured products that may include derivatives. The fund ensures that overall exposure to shares ranges between 40% and 85%, while maintaining a cash reserve to manage liabilities and market opportunities.