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MGTS Downing Fox 60% Equity Fund

This month we highlight the MGTS Downing Fox 60% Equity Fund, a thoughtfully constructed balanced-asset solution that pairs an actively managed equity allocation with a high-quality defensive sleeve. The strategy is managed by Simon Evan-Cook and Alex Paget, drawing on their boutique-led investment philosophy and commitment to diversification across styles, sectors and market caps.

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Why we selected it
The fund stands out for its clear positioning: the equity component is actively managed for growth potential, while the defensive allocation is calibrated to protect capital in uncertain markets. The management team applies valuation discipline and a style-neutral approach, avoiding concentration in any single investment trend. With cost efficiency, transparency and a structure engineered for all market conditions, the fund aligns well with the needs of balanced investors seeking both growth and downside mitigation. The current market backdrop—characterised by the prospect of central-bank rate cuts and the re-emergence of value opportunities—plays into the hands of a strategy built to adapt. The UK and European small- and mid-cap opportunity set remains compelling, and the fund’s structure means it is well placed to capture that potential while retaining resilience.
The fund is suitable for long-term investors seeking a core balanced solution, not for those seeking short-term high momentum or concentrated sector bets.

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Our view
With the combination of a high-conviction equity engine and a robust defensive buffer, the MGTS Downing Fox 60% Equity Fund represents one of the more compelling balanced-asset options available today. The team’s process is well proven, the structure is transparent and cost-effective, and the fund is positioned to perform in both rising and more cautious markets. In our view it merits a strong conviction for November and beyond.