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MGTS Qualis Fund Launch

We are delighted to introduce GWA Asset Management Ltd (GWAAM), a wholly owned subsidiary of Greaves West & Ayre. GWAAM is the appointed investment manager of the MGTS Qualis fund range, which has been created in conjunction with the Authorised Corporate Director Margetts.

The MGTS Qualis range comprises two funds: Growth and Defensive. The funds have been designed as complementary positions, to be held together by investors. The Growth fund invests in
higher risk assets – namely company shares, or ‘equities’ – whilst the Defensive fund invests in a range of assets that specifically exclude equities, including investment grade bonds, commercial
property, and infrastructure. Together, the funds provide an actively managed, diverse portfolio with exposure to major asset classes and regions at a competitive ongoing charge.

Andrew Alexander is GWAAM’s Chief Investment Officer and lead manager of the MGTS Qualis funds, supported by fellow director and deputy manager Neil Robertson, and investment
analyst Chris Brown. The company is overseen by its chair, John Coats. All at GWAAM have been pleased with the strong performance of the MGTS Qualis funds in the period since launch on 19 June 2023, the MGTS Qualis Growth fund returning 3.60% to 27 July 2023, whilst the MGTS Qualis Defensive fund returned 0.47%. For context, the FTSE All World returned 2.23% over this term, whilst the Bloomberg Global Aggregate returned -0.13% .

“The GWAAM team brings together extensive experience from Greaves West & Ayre and sister company Three Counties Limited. For more than 100 years, we have advised generations of clients on how best to manage and invest their wealth. We believe that this heritage, together with our unique research driven approach, will provide investors with an attractive new investment opportunity backed by a century of expertise.” John Coats, Chair.

Please note that past performance is not a guide to (not of) future returns. This article is not an invitation to invest.

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