MGTS Progeny Dynamic Funds

Our range of risk rated equity and bond funds are building blocks that combine to provide cost effective, risk managed Model Portfolio solutions with a focus on performance and smooth investment experience.

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.

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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 Dynamic Equity Fund

The objective of the Fund is to provide capital growth, with the potential for income, over any 7-year period. We aim to achieve this through dynamic exposure to shares across any economic sector and geographic area. The dynamic approach is defined as using judgement to forecast future opportunities or threats and make periodic adjustments to the asset allocation and underlying investment selections.

To provide the above exposure, a minimum of 70% of the Fund will be invested in active and/or passively managed collective investment schemes.

MGTS Progeny Dynamic Bond Fund

The investment objective of the Fund is to provide income. We aim to achieve this through dynamic exposure to a range of global bonds across any economic sector and geographic area. The dynamic approach is defined as using judgement to forecast future opportunities or threats and make periodic adjustments to the asset allocation and underlying investment selections.

To provide the above exposure, a minimum of 70% of the Fund will be invested in active and/or passively managed collective investment schemes.