MGTS Downing Active Defined Return Assets Fund

Combining systematic derivative strategies with active management to deliver predictable and consistent returns across the economic cycle.

Services

Growth since launch

+10.58%

Optimized operational spending

£189.1m

Increased liquidity control

+25%

Faster financial insights

+40%

About the project

Date

Overview

Combining systematic derivative strategies with active management to deliver predictable and consistent returns across the economic cycle.

Industry

Technology

Timeline

6

Months

Services

The Challenge

Increase revenue by 30% while reducing operational costs by 15% through improved financial planning and control

NovaTech Ltd. was experiencing rapid growth but lacked structured financial systems to support expansion. Inefficient cost allocation, limited cash flow visibility, and inconsistent reporting made it difficult to scale effectively. They needed a clear financial strategy to improve performance and maintain operational stability.

The Challenge

Increase revenue by 30% while reducing operational costs by 15% through improved financial planning and control

NovaTech Ltd. was experiencing rapid growth but lacked structured financial systems to support expansion. Inefficient cost allocation, limited cash flow visibility, and inconsistent reporting made it difficult to scale effectively. They needed a clear financial strategy to improve performance and maintain operational stability.

The Result

Achieved $4.2M revenue growth with 32% increase and reduced $780K in costs through optimized financial systems

Revenue increased from $13.1M to $17.3M within 6 months

Operational costs reduced by $780K (18%) through better allocation

Cash flow efficiency improved by 25% across departments

Financial reporting time reduced from 10 days to 6 days

Overall financial visibility improved for faster decision-making

“Working with the team gave us clarity and control over our finances. We now make decisions with confidence and scale without uncertainty.”

Daniel Carter

, MGTS Downing Active Defined Return Assets Fund

Chief Financial Officer

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Trusted by leading companies worldwide

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.