MGTS Progeny ProFolio Global Funds
A range of multi-asset funds designed for UK investors with global market exposure without a UK bias.
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.
Our unique combination of financial and legal services…
What it is
- Multi-discipline approach to
asset allocation - Asset Allocation aligned to major global markets
- Competitively priced
- Highly diversified within a
single solution - Self-rebalancing and trading efficient
What it’s not
- A closet tracker
- Passive
- A DFM led solution
- Style specific
- Emotion-led fund picking
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.
This communication is not investment advice. 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. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
MGTS Progeny ProFolio Global Funds
Our ProFolio Global Funds have been designed for investors that have a more international focus or lifestyle or do not want additional exposure to UK shares and GBP.
The structure of ProFolio Global provides efficient trading with a broadly diversified multi-asset mix within a single fund. Unlike portfolios that use separate funds for equities and bonds that are combined to achieve suitable risk profiles, ProFolio is a complete solution. The range provides frictionless trading and a greater use of tactical management to rebalance against market conditions. This agility is achieved within the fund which means trading any underlying assets is not subject to Capital Gains Tax in the UK.
Using this type of investment structure also reduces the discrepancy between the expected price of a trade and the price at which the trade is executed.
ProFolio Global also provides a higher allocation to international bonds and shares under normal circumstances.
