Overview

At Downing, we aim to produce the smoothest journey for our investors.

In our MGTS Downing Fox Funds, our fund of funds structure means we can make changes to our portfolios without triggering a tax liability.

Unlike with most MPS or DFM, you don’t need to worry about the manager triggering capital gains taxes when rebalancing your clients’ portfolios. All changes within our funds of funds structure are CGT-free, giving you back control over the timing of any tax-triggering changes.

If you are seeking a simplified experience for your clients without surprise tax liabilities, then MGTS Downing Fox Funds could be for you.

Our team is ready to work with you to understand your clients’ needs and provide solutions that fit seamlessly into their existing portfolios.

Find out more.

Important notice

This video 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.