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
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1.8%
28 / 255
31.2%
2 / 230
28.8%
34 / 191
62.5%
49 / 156
1.68%
MGTS Frontier Adventurs
UT Flexible Investment
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1.6%
50 / 255
28.7%
7 / 230
28.2%
43 / 191
58.4%
63 / 156
2.24%
MGTS Clarion Explorer Ptfl
UT Flexible Investment
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1.6%
58 / 255
27.2%
15 / 230
29.4%
29 / 191
59.2%
61 / 156
2.13%
Margetts Intl Strategy
UT Global
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1.4%
163 / 263
24.9%
147 / 248
32.9%
125 / 228
74.1%
132 / 203
1.49%
Margetts Opes Growth
UT Global
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0.9%
203 / 263
24.7%
149 / 248
37.5%
89 / 228
84%
98 / 203
1.63%
Margetts Greystone Global Gth
UT Global
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1.8%
131 / 263
24.6%
150 / 248
38.7%
84 / 228
85.8%
92 / 203
1.78%
Sentinel Entrprse Prtflo
UT Flexible Investment
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1.7%
43 / 255
18.3%
88 / 230
18.1%
132 / 191
35.8%
126 / 156
1%
MGTS Ardevora UK Income
UT UK Equity Income
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1.4%
22 / 96
16.1%
26 / 90
40%
2 / 82
-
-
0.95%
Margetts Select Strategy
UT Mixed Investment 40%-85% Shares
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0.7%
183 / 282
15.6%
152 / 266
24.2%
100 / 240
63.7%
43 / 205
1.46%
MGTS Fut Money Dyn Gth
UT Mixed Investment 40%-85% Shares
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0.9%
134 / 282
15.4%
156 / 266
18.8%
185 / 240
55.3%
105 / 205
1.6%
Margetts Greystone Balanced
UT Mixed Investment 40%-85% Shares
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1.2%
73 / 282
14.4%
178 / 266
24.7%
96 / 240
63.7%
44 / 205
1.74%
Margetts Opes Income
UT Flexible Investment
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0.4%
189 / 255
14.4%
122 / 230
22.6%
86 / 191
56.5%
68 / 156
1.7%
Sentinel Unvrsl Prtflo
UT Mixed Investment 40%-85% Shares
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1%
107 / 282
14.1%
185 / 266
25.6%
79 / 240
56.8%
86 / 205
1.21%
MGTS AFH Tactical Core
UT Unclassified
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0.2%
-
13.7%
-
16.5%
-
46.5%
-
0.78%
MGTS Clarion Meridian Ptfl
UT Mixed Investment 40%-85% Shares
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0.8%
161 / 282
13.3%
195 / 266
20.4%
166 / 240
58.8%
70 / 205
1.73%
Margetts Greystone Caut Mgd
UT Mixed Investment 20%-60% Shares
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0.9%
36 / 215
13.2%
82 / 203
22.2%
47 / 171
52.2%
24 / 141
1.69%
Margetts Sentinel Inc Pfl
UT Mixed Investment 20%-60% Shares
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0.3%
143 / 215
11.3%
114 / 203
-
-
-
-
1.5%
Margetts Providence Strategy
UT Mixed Investment 20%-60% Shares
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0.4%
119 / 215
11.2%
116 / 203
16.6%
121 / 171
47.4%
52 / 141
1.4%
MGTS Fut Mny Income
UT Mixed Investment 20%-60% Shares
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0.3%
148 / 215
11.2%
118 / 203
19.6%
82 / 171
51.1%
33 / 141
1.62%
MGTS Fut Money Real Gth
UT Mixed Investment 20%-60% Shares
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0.2%
164 / 215
10.9%
127 / 203
17.2%
112 / 171
44%
78 / 141
1.54%
Margetts Sentinel Gth Pfl
UT Mixed Investment 40%-85% Shares
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1.3%
55 / 282
10.5%
231 / 266
-
-
-
-
1.37%
MGTS Fut Money Real Val
UT Mixed Investment 20%-60% Shares
View Factsheet
0.2%
160 / 215
8.3%
173 / 203
14.8%
139 / 171
35.9%
110 / 141
1.49%
MGTS Clarion Prudence Ptfl
UT Mixed Investment 20%-60% Shares
View Factsheet
0.3%
151 / 215
8.2%
175 / 203
13.2%
150 / 171
42.1%
89 / 141
1.75%
MGTS Frontier Caut
UT Mixed Investment 20%-60% Shares
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0.2%
172 / 215
8.2%
177 / 203
12.2%
156 / 171
39.9%
96 / 141
2.11%
Margetts Greystone Conserv
UT Mixed Investment 0%-35% Shares
View Factsheet
0.7%
6 / 86
6.9%
64 / 74
12.1%
51 / 61
27.3%
34 / 43
1.33%
MGTS St Johns Hg Inc Prop
UT Property
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0.3%
28 / 53
4.9%
21 / 53
17.3%
39 / 45
-
-
1.26%
Sentinel Dfnsve Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0.6%
189 / 282
2.4%
264 / 266
9.2%
237 / 240
24.5%
202 / 205
0.7%
MGTS IBOSS 1
UT Mixed Investment 0%-35% Shares
View Factsheet
0.5%
18 / 86
-
-
-
-
-
-
1.1%
MGTS IBOSS 2
UT Mixed Investment 20%-60% Shares
View Factsheet
0.8%
56 / 215
-
-
-
-
-
-
1.22%
MGTS IBOSS 4
UT Mixed Investment 40%-85% Shares
View Factsheet
1.3%
53 / 282
-
-
-
-
-
-
1.32%
MGTS IBOSS 6
UT Flexible Investment
View Factsheet
1.7%
46 / 255
-
-
-
-
-
-
1.36%
Data provided by

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