Funds by Margetts Fund Management

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Margetts Venture Strategy
UT Flexible Investment
View Factsheet
1%
105 / 254
38.3%
7 / 245
42.5%
12 / 193
54%
68 / 162
1.58%
MGTS Greystone Global Gth
UT Global
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0.7%
184 / 265
37.9%
89 / 252
55%
50 / 229
82.1%
91 / 204
1.76%
MGTS Frontier Adventurs
UT Flexible Investment
View Factsheet
0.8%
121 / 254
37.5%
8 / 245
41%
16 / 193
52.3%
78 / 162
2.16%
Margetts Intl Strategy
UT Global
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0.1%
229 / 265
37%
104 / 252
42.6%
120 / 229
70.3%
128 / 204
1.43%
MGTS Clarion Explorer Ptfl
UT Flexible Investment
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0.8%
134 / 254
35%
18 / 245
42.2%
14 / 193
52.2%
79 / 162
2%
Margetts Opes Growth
UT Global
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0.2%
223 / 265
32.6%
155 / 252
44.6%
109 / 229
78.7%
100 / 204
1.58%
MGTS Fut Money Dyn Gth
UT Mixed Investment 40%-85% Shares
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0.4%
200 / 287
24.5%
99 / 269
22.5%
191 / 245
51.9%
88 / 209
1.55%
Sentinel Unvrsl Prtflo
UT Mixed Investment 40%-85% Shares
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1%
112 / 287
23.5%
120 / 269
30.6%
65 / 245
57.2%
48 / 209
1.27%
Margetts Select Strategy
UT Mixed Investment 40%-85% Shares
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0.4%
206 / 287
22.6%
141 / 269
26%
134 / 245
55.4%
63 / 209
1.43%
MGTS Greystone Bal Managed
UT Mixed Investment 40%-85% Shares
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1.2%
86 / 287
22.4%
144 / 269
31.7%
51 / 245
56.7%
53 / 209
1.77%
MGTS Clarion Meridian Ptfl
UT Mixed Investment 40%-85% Shares
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0.3%
218 / 287
21.8%
158 / 269
24.2%
166 / 245
52.3%
84 / 209
1.71%
Sentinel Entrprse Prtflo
UT Flexible Investment
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1.5%
52 / 254
21.5%
152 / 245
26.5%
107 / 193
28.8%
145 / 162
1%
Margetts Opes Income
UT Flexible Investment
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0.1%
217 / 254
20.3%
157 / 245
24.5%
119 / 193
48.1%
90 / 162
1.7%
Margetts Sentinel Gth Pfl
UT Mixed Investment 40%-85% Shares
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0.7%
167 / 287
19.6%
211 / 269
-
-
-
-
1.22%
MGTS Greystone Caut Mgd
UT Mixed Investment 20%-60% Shares
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0.4%
108 / 213
19.1%
57 / 204
25.6%
33 / 176
47.1%
24 / 143
1.69%
MGTS Fut Money Real Gth
UT Mixed Investment 20%-60% Shares
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0.1%
171 / 213
17.2%
91 / 204
17.4%
128 / 176
39.4%
76 / 143
1.49%
MGTS Fut Mny Income
UT Mixed Investment 20%-60% Shares
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0.2%
153 / 213
16.9%
94 / 204
18.1%
119 / 176
45.8%
30 / 143
1.61%
MGTS AFH Tactical Core
UT Unclassified
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0.5%
-
16.5%
-
17.3%
-
39.9%
-
0.87%
Margetts Sentinel Inc Pfl
UT Mixed Investment 20%-60% Shares
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0.3%
129 / 213
16%
122 / 204
-
-
-
-
1.44%
Margetts Providence Strategy
UT Mixed Investment 20%-60% Shares
View Factsheet
0.2%
156 / 213
15.5%
137 / 204
16.5%
138 / 176
41.9%
52 / 143
1.38%
MGTS Ardevora UK Income
UT UK Equity Income
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0.8%
55 / 97
13.9%
77 / 91
23.4%
27 / 82
-
-
0.95%
MGTS Clarion Prudence Ptfl
UT Mixed Investment 20%-60% Shares
View Factsheet
-0%
183 / 213
13.3%
155 / 204
13.8%
152 / 176
36.7%
92 / 143
1.73%
MGTS Frontier Caut
UT Mixed Investment 20%-60% Shares
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-0.1%
190 / 213
13.1%
158 / 204
12.6%
160 / 176
34.5%
104 / 143
2.12%
MGTS Fut Money Real Val
UT Mixed Investment 20%-60% Shares
View Factsheet
0%
172 / 213
11.8%
178 / 204
13.9%
151 / 176
31.1%
115 / 143
1.43%
MGTS Greystone Cons Mgd
UT Mixed Investment 0%-35% Shares
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0.4%
42 / 88
9.9%
62 / 78
13.3%
43 / 58
24.2%
32 / 44
1.37%
Sentinel Dfnsve Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0.7%
168 / 287
5%
268 / 269
9.5%
241 / 245
23.3%
207 / 209
0.66%
MGTS St Johns Hg Inc Prop
UT Property
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0.3%
31 / 52
3.9%
29 / 55
16.1%
35 / 48
-
-
1.25%
MGTS IBOSS 1
UT Mixed Investment 0%-35% Shares
View Factsheet
0.1%
68 / 88
-
-
-
-
-
-
0.78%
MGTS IBOSS 2
UT Mixed Investment 20%-60% Shares
View Factsheet
0.1%
161 / 213
-
-
-
-
-
-
0.8%
MGTS IBOSS 4
UT Mixed Investment 40%-85% Shares
View Factsheet
0.5%
195 / 287
-
-
-
-
-
-
0.93%
MGTS IBOSS 6
UT Flexible Investment
View Factsheet
0.4%
181 / 254
-
-
-
-
-
-
0.95%
Data provided by

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