136.60p-0.81p (-0.0059%)427 Jan 2025
Last Price136.60pDay Change-0.81p (-0.0059%)
Price Date27 Jan 2025Morningstar Rating4
Shares ClassAccYield1.44%
Last Ex-Dividend Date2020-01-01Dividend Frequency-
SectorMixed Investment 40-85% SharesFund Size0.00
Launch Date2020-01-01Standard Initial Charge0.00%
Ongoing cost0.89%Annual Management Charge0.00%
ISINGB00BLCVQY34

Fund Objective

The objective of the MGTS Wealth Solutions Balanced Fund is to provide a balance of capital growth and income over 4 years (investors should also consider this to be the minimum recommended holding period).

Fund Managers

Waverton Investment Management Ltd