Funds & Products

Our fund range — built
for every investor

From cautious income-seekers to growth-focused investors, our carefully constructed fund range gives you the tools to build a portfolio that matches your goals and risk appetite.

Fund categories

MG Capital manages funds across four major asset classes, giving you broad access and genuine diversification.

Equity Funds

Invest in company shares across the UK, Europe, US, Asia and emerging markets. Suited to investors seeking long-term capital growth and comfortable with short-term volatility.

Fixed Income

Bonds and debt securities offering regular income streams and lower volatility than equities. Includes government gilts, corporate bonds and high-yield options.

Multi-Asset

Ready-made diversified portfolios blending equities, bonds, property and alternatives. Available in five risk profiles from Cautious to Adventurous.

Property Funds

Gain exposure to commercial and residential property without the complexities of direct ownership. Provides inflation-linked income and portfolio diversification.

Fund performance

Past performance is not a reliable indicator of future results. Returns shown are net of annual charges.

Fund Name Category 1 Year 3 Year 5 Year Risk Rating
MG Capital Global Equity Equity +14.2% +38.7% +72.4% High
MG Capital UK Income Equity +9.6% +21.3% +44.8% Medium
MG Capital Strategic Bond Fixed Income +6.1% -2.4% +18.6% Low
MG Capital Balanced Portfolio Multi-Asset +10.3% +24.1% +51.2% Medium
MG Capital Emerging Markets Equity -3.8% +11.2% +39.5% High
MG Capital Property Fund Property +4.7% +12.8% +29.3% Medium
MG Capital Cautious Portfolio Multi-Asset +5.4% +13.6% +28.1% Low
MG Capital Corporate Bond Fixed Income +7.2% +8.9% +22.4% Low

Performance figures as at 31 March 2026. Past performance is not a reliable guide to future performance. Capital at risk.

Sustainable and responsible investing
Investing with purpose
"Every investment decision we make is guided by one principle — long-term value for our clients."
200+ Investment professionals
4 Continents of operation
£350B Assets under management

Responsible investing

At MG Capital, we believe that investing responsibly is not just the right thing to do — it's smart investing. Companies with strong environmental, social and governance (ESG) practices tend to be better managed, carry lower regulatory risk, and are more resilient over the long term.

Our ESG framework is integrated into all our investment decisions, not bolted on as an afterthought. We engage actively with the companies we invest in to encourage better practices, and we publish a transparent annual Responsible Investment report.

Our ESG approach

Environmental

We assess carbon footprints, climate risk, and transition plans. Our portfolios are on track to align with net-zero by 2050.

Social

We consider labour practices, diversity, community impact, and data privacy when evaluating companies for our funds.

Governance

Strong board structures, transparent reporting, and ethical leadership are core requirements for inclusion in our portfolios.

Frequently asked questions

What charges do I pay on MG Capital funds?

Our fund charges (OCF — Ongoing Charges Figure) range from 0.15% per year for our index-tracking funds to 0.75% for actively managed funds. There are no dealing charges for buying or selling within our products. Full charges are disclosed in each fund's Key Investor Information Document (KIID).

How do I choose the right fund?

The right fund depends on your investment goals, time horizon, and how much risk you're comfortable with. Our online risk questionnaire can give you a starting point, and our advisers can help you build a personalised portfolio. As a rule, investments should be held for at least 5 years.

Can I invest in MG Capital funds via an ISA or pension?

Yes — all our funds are available via our Stocks & Shares ISA, General Investment Account, and SIPP. Holding funds within a tax wrapper means your returns are sheltered from Capital Gains Tax and Income Tax, making your money work even harder.

Start investing in MG Capital funds today

Open an ISA or investment account in minutes and access our full fund range.