Fund Factsheets
Looking after your investments
Please find all funds below as pdf documents
Factsheets are usually available 6 weeks after the quarter end due to the availability of the underlying data.
Investment, Endowment and Pension Funds
- Investment Fund Summary (pdf)
- Historical Performance March 2012
- Investment Update March 2012
- MGM Managed (pdf)
- MGM Fixed Interest (pdf)
- MGM Bonus Growth (pdf)
- MGM Active Balanced (pdf)
- MGM UK Index Tracker (pdf)
- MGM Property (pdf)
- MGM Deposit (pdf)
- MGM Building Society (pdf)
- MGM Global Index Tracker (pdf)
Flexible Income Annuity Funds
- Flexible Income Annuity Investment Fund Summary (pdf 1.6MB)
- Flexible Income Annuity Fund Objectives (pdf)
- MGM Adventurous Passive (pdf)
- MGM Balanced Passive (pdf)
- MGM Cautious Passive (pdf)
- MGM JPM Cautious TR (pdf)
- MGM Jupiter Merlin Growth (pdf)
- MGM Newton Balanced (pdf)
- MGM Insight Liquidity (pdf)
Flexible Income Annuity Omnis Funds
- MGM Omnis Cautious (pdf)
- MGM Omnis Balanced (pdf)
- MGM Omnis Advanced (pdf)
- MGM Omnis Threadneedle Cautious (pdf)
- MGM Omnis Threadneedle Balanced (pdf)
- MGM Omnis Threadneedle Advanced (pdf)