Designed with advisers in mind Reliable A fixed allocation strategy that provides a smooth experience for you and your clients, avoiding reactive rebalancing and keeping clients invested for the long-term.
Simple Allows you to spend less time on assessing and monitoring complex multi-asset offerings, leaving more time to focus on core activities such as advising and building relationships with your clients.
Affordable Our unique ‘whisky & water’ pricing structure means you are only charged for the equity exposure in each fund, with the non-equity or ‘defence’ component effectively free of charge.
How it works Match your clients' risk portfolio to our range of multi-asset funds The MGTS Downing Fox Funds range consists of four funds of funds.
Each portfolio differs depending on how much equity, or 'growth', exposure they have, enabling you to recommend the option you feel is right for your client.
Growth (equities) The purpose of the Growth component is to generate higher returns over the long term.
The Growth component is made up of a carefully selected and diversified range of 100% actively managed equity funds.
Defence (bonds and cash) The purpose of the Defence component is to cushion the overall portfolio in times of stress.
The Defence component holds simple assets with proven ability to protect against market falls.
Meet the managers Simon Evan-Cook Fund manager imon Evan-Cook is a multi-asset, fund-of-funds manager with over 25 years’ experience in the investment industry. He began his career with Fidelity, before joining Rothschild Asset Management then Gartmore. He joined Premier Asset Management in 2006 where he built his reputation as a senior member of their award-winning multi-asset team. He joined Downing in 2022 to set up and manage the Downing Fox range of funds .
Alex Paget Fund manager Alex joined the Downing Fund Managers team in January 2023 from Liontrust Asset Management, where he was formerly Head of Client Investment Strategy. He held a similar role at Neptune prior to its acquisition by Liontrust in 2019. He has also held positions as an investment trust analyst at Kepler Partners, and is a former Financial Express journalist.
Current available platforms Abrdn Aegon (Retail and Institutional) AJ Bell AJ Bell Investcentre Avivia Benchmark Capital Canada Life Elevate Embark/Scottish Widows Fidelity FNZ Institutional Fundment Halifax Hargreaves Lansdown Hubwise Interactive InvestorIweb James Hay James Brearley MorningstarWealth Novia - Wealthtime and Global Nucleus P1 Parmenion Pershing Prudential Quilter Raymond James Seccl Seven IM Standard Life Stocktrade (Embark Group) Transact True Potential Important notice This content is intended for financial advisers and has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing LLP. Any subscription to the fund should be made on the basis of the relevant product literature available from Downing, or from the ACD, Margetts Fund Management Ltd and your attention is drawn to the charges and risk factors contained therein. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested.
Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.
