MGTS Progeny Income ProFolio

We understand that each investor has unique financial needs and goals. Our portfolios are designed not only for long-term growth but also to provide a steady income stream along the way, offering both diversification and the potential for consistent returns.

These funds use a tactical approach to asset allocation, with our experienced fund managers actively managing investments and making strategic decisions to help the fund perform at their best. We have chosen to work with Margetts (MGTS) as our Authorised Corporate Director (ACD) due to their wealth of experience within the complex regulatory landscape of fund management. This allows our fund managers to focus on the management of the investment and gives confidence that the funds are managed professionally and responsibly. Matched using our selected risk profiling tool, this fund range ensures investors have a range of risk-rated options to suit their needs and in the long-term, meet their financial goals.

The MGTS Progeny Income ProFolio range consist of two funds: MGTS Progeny Income ProFolio 30-50 and the MGTS Progeny Income ProFolio 50-70 – each corresponding to different levels of risk tolerance relating to total equity market exposure. Both solutions offer different levels of natural income but share the same yield expectation – which is to generate annual income of 1 – 1.50% above the allocation framework. Where the income exceeds the yield expectations, the additional amount will be retained to help support the months with lower income, therefore providing a steady income stream throughout the year.

These portfolios will distribute the natural income generated by the funds at various times throughout the year.