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
5.4%
9 / 253
37.2%
5 / 237
37%
16 / 193
58.6%
69 / 162
1.65%
MGTS Frontier Adventurs
UT Flexible Investment
View Factsheet
5.2%
12 / 253
34.9%
10 / 237
36.4%
17 / 193
56.8%
80 / 162
2.22%
Margetts Intl Strategy
UT Global
View Factsheet
4.4%
167 / 268
33.7%
124 / 252
39.4%
113 / 229
75.5%
131 / 204
1.47%
MGTS Greystone Global Gth
UT Global
View Factsheet
4.9%
87 / 268
33.2%
130 / 252
49.2%
54 / 229
86.7%
96 / 204
1.76%
MGTS Clarion Explorer Ptfl
UT Flexible Investment
View Factsheet
5.1%
14 / 253
33%
16 / 237
37.1%
14 / 193
56%
83 / 162
2.14%
Margetts Opes Growth
UT Global
View Factsheet
3.6%
222 / 268
29.8%
168 / 252
40.6%
105 / 229
82.9%
111 / 204
1.64%
MGTS Fut Money Dyn Gth
UT Mixed Investment 40%-85% Shares
View Factsheet
3.6%
116 / 284
22.1%
98 / 268
20.5%
186 / 243
55.1%
98 / 208
1.57%
Sentinel Entrprse Prtflo
UT Flexible Investment
View Factsheet
4.2%
67 / 253
21.5%
118 / 237
23%
110 / 193
33.2%
141 / 162
1.01%
Sentinel Unvrsl Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
3%
197 / 284
20.6%
132 / 268
26.6%
75 / 243
59.7%
62 / 208
1.19%
Margetts Select Strategy
UT Mixed Investment 40%-85% Shares
View Factsheet
3.7%
87 / 284
20.1%
146 / 268
23.5%
129 / 243
59.6%
63 / 208
1.46%
MGTS Greystone Bal Managed
UT Mixed Investment 40%-85% Shares
View Factsheet
3.6%
119 / 284
19.2%
166 / 268
28.1%
59 / 243
60.2%
60 / 208
1.77%
MGTS Clarion Meridian Ptfl
UT Mixed Investment 40%-85% Shares
View Factsheet
3.5%
126 / 284
18.9%
169 / 268
22.2%
159 / 243
56.8%
83 / 208
1.73%
Margetts Sentinel Gth Pfl
UT Mixed Investment 40%-85% Shares
View Factsheet
2.7%
222 / 284
18.1%
193 / 268
-
-
-
-
1.33%
Margetts Opes Income
UT Flexible Investment
View Factsheet
3.4%
131 / 253
17.8%
162 / 237
22.9%
112 / 193
51.5%
93 / 162
1.7%
MGTS Greystone Caut Mgd
UT Mixed Investment 20%-60% Shares
View Factsheet
2.9%
52 / 213
17.2%
56 / 202
23.6%
31 / 178
50.6%
22 / 145
1.69%
MGTS AFH Tactical Core
UT Unclassified
View Factsheet
3.4%
-
15.6%
-
16.7%
-
44.5%
-
0.82%
MGTS Fut Money Real Gth
UT Mixed Investment 20%-60% Shares
View Factsheet
2.6%
92 / 213
15.3%
95 / 202
16.9%
117 / 178
41.9%
79 / 145
1.5%
MGTS Fut Mny Income
UT Mixed Investment 20%-60% Shares
View Factsheet
2.9%
55 / 213
14.9%
100 / 202
17.7%
107 / 178
48.6%
30 / 145
1.6%
Margetts Providence Strategy
UT Mixed Investment 20%-60% Shares
View Factsheet
2.8%
64 / 213
14.3%
114 / 202
15.8%
133 / 178
44.8%
59 / 145
1.39%
Margetts Sentinel Inc Pfl
UT Mixed Investment 20%-60% Shares
View Factsheet
2.5%
103 / 213
13.8%
123 / 202
-
-
-
-
1.5%
MGTS Ardevora UK Income
UT UK Equity Income
View Factsheet
4.9%
5 / 96
13.4%
72 / 90
23.5%
22 / 82
-
-
0.94%
MGTS Clarion Prudence Ptfl
UT Mixed Investment 20%-60% Shares
View Factsheet
2.4%
126 / 213
12.1%
150 / 202
13.4%
151 / 178
40.2%
90 / 145
1.76%
MGTS Frontier Caut
UT Mixed Investment 20%-60% Shares
View Factsheet
2.5%
106 / 213
11.5%
156 / 202
11.9%
161 / 178
37.3%
103 / 145
2.14%
MGTS Fut Money Real Val
UT Mixed Investment 20%-60% Shares
View Factsheet
1.8%
174 / 213
10.6%
170 / 202
13.8%
148 / 178
32.7%
118 / 145
1.44%
MGTS Greystone Cons Mgd
UT Mixed Investment 0%-35% Shares
View Factsheet
1.6%
60 / 85
8.2%
61 / 75
12.2%
42 / 58
25.6%
29 / 44
1.34%
MGTS St Johns Hg Inc Prop
UT Property
View Factsheet
0.2%
46 / 52
4.2%
21 / 53
16.2%
36 / 47
-
-
1.26%
Sentinel Dfnsve Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0.2%
283 / 284
3.4%
267 / 268
9%
240 / 243
24.2%
206 / 208
0.71%
MGTS IBOSS 1
UT Mixed Investment 0%-35% Shares
View Factsheet
1.8%
43 / 85
-
-
-
-
-
-
1.1%
MGTS IBOSS 2
UT Mixed Investment 20%-60% Shares
View Factsheet
2.7%
79 / 213
-
-
-
-
-
-
1.22%
MGTS IBOSS 4
UT Mixed Investment 40%-85% Shares
View Factsheet
3.8%
84 / 284
-
-
-
-
-
-
1.32%
MGTS IBOSS 6
UT Flexible Investment
View Factsheet
4.2%
70 / 253
-
-
-
-
-
-
1.36%
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.