Launched in February 2022, the MGTS Progeny Funds are a range of open-ended investment companies. We apply the same investment principles and rigorous quantitative research as we have always done.
The difference with the new fund range is that it is designed to provide investors with access to lower underlying fund costs, greater tax benefits, trading efficiencies and a transparent approach to Asset Allocation that can be applied consistently to all our investment strategies.
Our range of equity and bond funds consists of four risk-rated funds that can be building blocks that when combined provide cost effective, risk managed MPS solutions, with a focus on performance and a smoother investment journey.
- MGTS Progeny Dynamic Equity Fund (for Dynamic MPS)
- MGTS Progeny Dynamic Bond Fund
- MGTS Progeny Systematic Equity Fund (for Tempo MPS)
- MGTS Progeny Systematic Bond Fund
Our OEIC funds, which are NURS (Non-UCITS Retail Schemes) provide a practical and cost-efficient way to manage clients’ investments, whilst aligning them to their long-term investment goals. There are several important benefits, through scale to both increased investment flexibility and an effective structure to manage assets.