Funds by Margetts Fund Management

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
MGTS Greystone Global Gth
UT Global
View Factsheet
-0.2%
109 / 254
25.5%
99 / 243
52%
60 / 223
87.6%
82 / 199
1.76%
Margetts Venture Strategy
UT Flexible Investment
View Factsheet
-1%
214 / 255
24.7%
19 / 242
37.1%
27 / 191
59.2%
66 / 162
1.58%
Margetts Intl Strategy
UT Global
View Factsheet
-0.7%
156 / 254
23.9%
133 / 243
41.5%
122 / 223
75.8%
123 / 199
1.43%
MGTS Frontier Adventurs
UT Flexible Investment
View Factsheet
-1%
219 / 255
23.2%
26 / 242
36.7%
30 / 191
57.3%
74 / 162
2.16%
MGTS Clarion Explorer Ptfl
UT Flexible Investment
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-1.1%
222 / 255
21.7%
42 / 242
36.6%
31 / 191
56.6%
76 / 162
2%
Margetts Opes Growth
UT Global
View Factsheet
-0.7%
167 / 254
21.4%
171 / 243
42.2%
118 / 223
81%
109 / 199
1.58%
MGTS Greystone Bal Managed
UT Mixed Investment 40%-85% Shares
View Factsheet
0.9%
34 / 281
17.8%
80 / 267
31.9%
47 / 242
61.7%
45 / 210
1.77%
Sentinel Unvrsl Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0.3%
80 / 281
17.4%
96 / 267
31.6%
48 / 242
61%
50 / 210
1.27%
MGTS Fut Money Dyn Gth
UT Mixed Investment 40%-85% Shares
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0.2%
105 / 281
16.9%
112 / 267
22.9%
187 / 242
53.5%
108 / 210
1.55%
Margetts Select Strategy
UT Mixed Investment 40%-85% Shares
View Factsheet
0.1%
132 / 281
15.7%
145 / 267
26%
138 / 242
59.6%
56 / 210
1.43%
MGTS Clarion Meridian Ptfl
UT Mixed Investment 40%-85% Shares
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-0%
157 / 281
15.1%
165 / 267
24.1%
169 / 242
55.9%
85 / 210
1.71%
Margetts Sentinel Gth Pfl
UT Mixed Investment 40%-85% Shares
View Factsheet
-0%
155 / 281
14.1%
192 / 267
-
-
-
-
1.22%
MGTS AFH Tactical Core
UT Unclassified
View Factsheet
0.3%
-
14%
-
18.7%
-
44.2%
-
0.87%
MGTS Greystone Caut Mgd
UT Mixed Investment 20%-60% Shares
View Factsheet
0.5%
76 / 205
13.7%
55 / 198
25.1%
39 / 171
50.1%
24 / 143
1.69%
Margetts Opes Income
UT Flexible Investment
View Factsheet
0.1%
105 / 255
13.4%
166 / 242
23.7%
124 / 191
50.7%
94 / 162
1.7%
MGTS IBOSS 6
UT Flexible Investment
View Factsheet
-0.1%
123 / 255
13.3%
168 / 242
-
-
-
-
0.95%
MGTS Ardevora UK Income
UT UK Equity Income
View Factsheet
0.6%
71 / 100
12.8%
79 / 96
26.9%
31 / 84
90.8%
10 / 80
0.95%
MGTS IBOSS 4
UT Mixed Investment 40%-85% Shares
View Factsheet
-0%
162 / 281
12.3%
227 / 267
-
-
-
-
0.93%
MGTS Fut Money Real Gth
UT Mixed Investment 20%-60% Shares
View Factsheet
0.4%
96 / 205
12.1%
95 / 198
18.1%
119 / 171
41.5%
77 / 143
1.49%
Margetts Sentinel Inc Pfl
UT Mixed Investment 20%-60% Shares
View Factsheet
0.2%
125 / 205
12%
103 / 198
-
-
-
-
1.44%
MGTS Fut Mny Income
UT Mixed Investment 20%-60% Shares
View Factsheet
0.2%
123 / 205
11.6%
115 / 198
17.9%
121 / 171
47.5%
34 / 143
1.61%
Margetts Providence Strategy
UT Mixed Investment 20%-60% Shares
View Factsheet
0.3%
105 / 205
10.9%
136 / 198
16.9%
134 / 171
43.8%
59 / 143
1.38%
Sentinel Entrprse Prtflo
UT Flexible Investment
View Factsheet
-0.4%
169 / 255
10.5%
206 / 242
22.4%
135 / 191
35%
140 / 162
1%
MGTS Clarion Prudence Ptfl
UT Mixed Investment 20%-60% Shares
View Factsheet
0.4%
90 / 205
9.3%
165 / 198
13.9%
151 / 171
38.6%
96 / 143
1.73%
MGTS IBOSS 2
UT Mixed Investment 20%-60% Shares
View Factsheet
0%
156 / 205
9.2%
167 / 198
-
-
-
-
0.8%
MGTS Frontier Caut
UT Mixed Investment 20%-60% Shares
View Factsheet
0.1%
135 / 205
8.7%
173 / 198
12.3%
157 / 171
35.9%
106 / 143
2.12%
MGTS Fut Money Real Val
UT Mixed Investment 20%-60% Shares
View Factsheet
0.2%
119 / 205
8.2%
180 / 198
13.8%
153 / 171
32.2%
122 / 143
1.43%
MGTS Greystone Cons Mgd
UT Mixed Investment 0%-35% Shares
View Factsheet
0.5%
43 / 85
7.6%
55 / 78
13.3%
42 / 56
27.8%
26 / 43
1.37%
MGTS IBOSS 1
UT Mixed Investment 0%-35% Shares
View Factsheet
0.1%
63 / 85
6.6%
67 / 78
-
-
-
-
0.78%
MGTS St Johns Hg Inc Prop
UT Property
View Factsheet
0.3%
32 / 53
4.4%
24 / 54
15.9%
38 / 51
-
-
1.25%
Sentinel Dfnsve Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0.3%
78 / 281
3.6%
263 / 267
9.1%
238 / 242
23.8%
208 / 210
0.66%
Data provided by

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