MGTS Qualis Fund Range Marks Three Year Anniversary

GWA Asset Management Ltd is pleased to mark the three-year anniversary of the MGTS Qualis fund range, an important milestone in the development of the business and its investment proposition.

Since launch, the MGTS Qualis range has been built around a clear and deliberately focused two-fund structure: MGTS Qualis Defensive and MGTS Qualis Growth. This approach was designed to give investors access to two distinct multi-asset strategies, each with a clearly defined role, while allowing the investment team the flexibility to respond actively to changing market conditions.

Three years on, MGTS Qualis Growth has delivered a return of 49.91%, whilst MGTS Qualis Defensive has returned 19.06%. As a result, assets under management have grown to £337.5m. This represents a significant milestone for a fund range that was launched with the ambition of offering investors a differentiated, dynamic and value-conscious approach to portfolio construction.

Source: Morningstar

A core strength of the Qualis process has been its focus on identifying high-quality funds that may be overlooked by larger, more conventional multi-manager portfolios. The investment team continues to seek out managers, strategies and asset classes that can improve portfolio resilience, enhance return potential and secure better value for investors through disciplined fund selection and fee awareness.

The success of the range also reflects the strength of the two-fund model. MGTS Qualis Defensive has been managed with a clear emphasis on capital resilience, diversification and risk control, while MGTS Qualis Growth has been positioned to capture long-term return opportunities through a broader and more growth-oriented investment universe. Together, the funds provide a simple but effective framework for investors seeking different levels of risk and return.

John Coats, Chairman of GWA Asset Management Ltd, said:

“Three years is an important marker for any fund range. For MGTS Qualis, it demonstrates that the strategy, structure and investment discipline established at launch have translated into a credible and growing proposition for investors. We are proud of what has been achieved and excited about the opportunity which lies ahead.”

Andrew Alexander, Chief Investment Officer of GWA Asset Management Ltd and Fund Manager of the MGTS Qualis fund range, said:

“The two-fund structure has been central to the success of the Qualis range. It gives investors clarity, while giving us the flexibility to manage portfolios dynamically across different market environments. We are proud of the returns achieved so far, but equally proud of the process, discipline and innovation that sit behind them.”

As the MGTS Qualis fund range enters its fourth year, the investment philosophy remains unchanged: active fund selection, disciplined portfolio construction and a continued focus on delivering strong, risk-aware outcomes for investors.

Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and investors may get back less than they originally invested.

This article is for information only and does not constitute investment advice or a personal recommendation.