MGTS Progeny ProFolio Model Funds
ProFolio Model is a multi-asset fund that offers a mix of equities, bonds, and alternative assets like property, infrastructure, indirect foreign currency exposure, and commodities.
The objective of the Fund is to provide capital growth, with the potential for income. This investment solution is structured to achieve broad diversification within a single fund that allows underlying assets to be managed efficiently. The ProFolio Model fund range is built specifically for UK investors with a UK biased asset allocation based on global market indices.
What it is | What it is not |
Multi-discipline approach to
asset allocation | A closet tracker
|
UK biased
| Passive
|
Competitively priced
| A DFM led solution
|
Highly diversified within a
single solution | Style specific
|
Self-rebalancing and trading efficient
| Emotion-led fund picking
|
Disclaimer
This section of our website is intended for professional intermediaries and should not be relied upon by retail investors. Please note that our portfolios are generally not directly available to retail clients without the recommendation of a financial adviser.
MGTS Progeny ProFolio Model
KIID: MGTS Progeny ProFolio Model 30-50 Acc
KIID: MGTS Progeny ProFolio Model 50-70 Acc
KIID: MGTS Progeny ProFolio Model 70-90 Acc
Factsheet: MGTS Progeny ProFolio Model 30-50
Important to note
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
Investors should ensure that they have read and understood the Non UCITS Retail Key Investor Information Document (NURS-KII).
The information contained within this document is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.