MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Inc header image

MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Inc

Fund

ISIN GB00BLCVQZ41 / Valor null

NAV (2025-11-14)
GBP 1.36-1.29%

MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Inc
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The MGTS Wealth Solutions Balanced Fund aims to balance growth and income by investing between 40% and 85% in shares, primarily from developed markets. The remaining investments are diversified across government and corporate bonds, real estate investment trusts (REITs), investment trusts, structured products, and cash or near-cash instruments. This mix is designed to provide both capital growth and income while maintaining liquidity for the fund’s operations.

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Tags:
capital growth balanced fund ftse

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OTHER SHARE CLASSES OF THIS FUND

MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Acc
MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Acc MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
-1.29%GBP 1.46