Launch of the MGTS Qualis Income Fund

Today we launch MGTS Qualis Income, a global equity income fund.

Monday 21 September marks the fund’s first live price and a significant step forward for GWA Asset Management and the MGTS Qualis Funds.

It is a moment that we are enormously proud of.

Investment performance, the confidence of our clients and our relationships with financial advisers have helped our business grow. That progress has given us the foundation to expand our offering around a clear financial planning need.

Clients need their investments to provide an income they can use, while retaining the potential to grow for the years ahead.

That matters when supplementing a pension, funding retirement or supporting planned spending. Their IFAs need practical ways to balance those requirements with investment risk, rising living costs and the future value of their clients’ capital.

MGTS Qualis Income has been created with those needs at its heart, targeting an annual yield of approximately 4%, distributed quarterly, alongside the potential for dividend growth and long-term capital appreciation. The target is not guaranteed and payments will vary.

The income strategy can also be built around the client’s risk tolerance.

Through the Qualis modular approach, advisers can blend MGTS Qualis Income with MGTS Qualis Defensive, adjusting the balance to reflect each client’s income needs, attitude to risk and capacity for loss.

Both funds distribute quarterly, with aligned distribution schedules supporting straightforward cash-flow planning. The adviser determines the blend; we manage the investments within each fund.

We also see attractive opportunities for a global approach to income investing.

Our investment view is that broader market leadership and greater attention to valuations could bring renewed interest in companies generating cash and sharing it with shareholders. Seeking sustainable distributions across countries and industries can open up opportunities for both income and capital growth.

A clear client need, a growing investment business and a market opportunity we believe deserves attention.

Those are the reasons behind this launch.

Thank you to our team, clients and adviser partners for helping us reach this point. We are excited about what MGTS Qualis Income will allow us to offer together.

Capital at risk. Investment values and income can fall as well as rise. Income targets and dividend growth are not guaranteed. A blended portfolio’s yield and risk depend on its allocations. Equity income strategies may underperform when growth stocks lead.