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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-2.1%
229 / 252
23.7%
3 / 223
29.3%
32 / 186
52.6%
67 / 158
1.65%
MGTS Frontier Adventurs
UT Flexible Investment
View Factsheet
-1.8%
219 / 252
21.8%
12 / 223
29.4%
31 / 186
50.2%
79 / 158
2.22%
MGTS Clarion Explorer Ptfl
UT Flexible Investment
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-1.7%
215 / 252
20.2%
19 / 223
30%
27 / 186
49.6%
82 / 158
2.14%
Margetts Intl Strategy
UT Global
View Factsheet
1.3%
115 / 264
19.9%
123 / 248
35.3%
112 / 226
69.4%
125 / 201
1.47%
MGTS Greystone Global Gth
UT Global
View Factsheet
1.7%
82 / 264
19.6%
127 / 248
42.9%
69 / 226
80.2%
89 / 201
1.76%
Margetts Opes Growth
UT Global
View Factsheet
1%
129 / 264
17.7%
148 / 248
37.5%
101 / 226
76.2%
102 / 201
1.64%
Sentinel Unvrsl Prtflo
UT Mixed Investment 40%-85% Shares
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1%
59 / 280
12.7%
87 / 268
25.6%
58 / 240
55.1%
63 / 207
1.19%
MGTS Fut Money Dyn Gth
UT Mixed Investment 40%-85% Shares
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0.7%
82 / 280
12%
110 / 268
19%
176 / 240
51.3%
92 / 207
1.57%
MGTS Greystone Bal Managed
UT Mixed Investment 40%-85% Shares
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0.5%
102 / 280
10.9%
141 / 268
25.3%
64 / 240
57.1%
49 / 207
1.77%
Margetts Select Strategy
UT Mixed Investment 40%-85% Shares
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-0.1%
171 / 280
10.3%
158 / 268
22%
123 / 240
56%
55 / 207
1.46%
MGTS Greystone Caut Mgd
UT Mixed Investment 20%-60% Shares
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-0.3%
124 / 214
10.1%
65 / 204
21.6%
34 / 173
47.8%
23 / 144
1.69%
MGTS Clarion Meridian Ptfl
UT Mixed Investment 40%-85% Shares
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1%
56 / 280
9.1%
190 / 268
20.4%
151 / 240
52.6%
78 / 207
1.73%
Margetts Opes Income
UT Flexible Investment
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-0.6%
174 / 252
8.7%
150 / 223
20.9%
98 / 186
48%
88 / 158
1.7%
Sentinel Entrprse Prtflo
UT Flexible Investment
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-4.4%
251 / 252
8.5%
153 / 223
15.4%
150 / 186
26.2%
147 / 158
1.01%
MGTS Fut Money Real Gth
UT Mixed Investment 20%-60% Shares
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0.5%
41 / 214
8%
111 / 204
16.7%
106 / 173
40%
73 / 144
1.5%
Margetts Sentinel Gth Pfl
UT Mixed Investment 40%-85% Shares
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2%
17 / 280
7.8%
217 / 268
-
-
-
-
1.33%
Margetts Sentinel Inc Pfl
UT Mixed Investment 20%-60% Shares
View Factsheet
-0.1%
97 / 214
7.5%
120 / 204
-
-
-
-
1.5%
MGTS Fut Mny Income
UT Mixed Investment 20%-60% Shares
View Factsheet
0%
88 / 214
7.2%
125 / 204
16.8%
104 / 173
45.7%
33 / 144
1.6%
MGTS AFH Tactical Core
UT Unclassified
View Factsheet
-0.3%
-
7%
-
14%
-
39.3%
-
0.82%
Margetts Providence Strategy
UT Mixed Investment 20%-60% Shares
View Factsheet
-0%
93 / 214
6.9%
134 / 204
14.6%
129 / 173
42%
60 / 144
1.39%
MGTS Fut Money Real Val
UT Mixed Investment 20%-60% Shares
View Factsheet
-0%
95 / 214
5.8%
164 / 204
13.2%
145 / 173
31.9%
111 / 144
1.44%
MGTS Clarion Prudence Ptfl
UT Mixed Investment 20%-60% Shares
View Factsheet
0.3%
67 / 214
5.3%
169 / 204
12.5%
148 / 173
38.1%
85 / 144
1.76%
MGTS St Johns Hg Inc Prop
UT Property
View Factsheet
0.3%
25 / 51
4.8%
15 / 52
16.3%
37 / 44
-
-
1.26%
MGTS Frontier Caut
UT Mixed Investment 20%-60% Shares
View Factsheet
0.1%
80 / 214
4.6%
177 / 204
10.8%
157 / 173
34.8%
99 / 144
2.14%
MGTS Greystone Cons Mgd
UT Mixed Investment 0%-35% Shares
View Factsheet
0%
13 / 83
4.4%
65 / 75
11.4%
43 / 58
23.9%
31 / 41
1.34%
Sentinel Dfnsve Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0.4%
111 / 280
2.9%
263 / 268
9.4%
234 / 240
24.9%
205 / 207
0.71%
MGTS Ardevora UK Income
UT UK Equity Income
View Factsheet
-1.4%
85 / 93
1.2%
79 / 88
24.5%
18 / 79
-
-
0.94%
MGTS IBOSS 1
UT Mixed Investment 0%-35% Shares
View Factsheet
0%
16 / 83
-
-
-
-
-
-
1.1%
MGTS IBOSS 2
UT Mixed Investment 20%-60% Shares
View Factsheet
-0.1%
107 / 214
-
-
-
-
-
-
1.22%
MGTS IBOSS 4
UT Mixed Investment 40%-85% Shares
View Factsheet
-0.6%
206 / 280
-
-
-
-
-
-
1.32%
MGTS IBOSS 6
UT Flexible Investment
View Factsheet
-0.8%
183 / 252
-
-
-
-
-
-
1.36%
Data provided by

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