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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1.5%
38 / 254
28.6%
17 / 245
41.3%
14 / 194
54.5%
66 / 162
1.58%
MGTS Greystone Global Gth
UT Global
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0.5%
196 / 261
28.3%
123 / 253
53.7%
61 / 230
79.6%
96 / 205
1.76%
MGTS Frontier Adventurs
UT Flexible Investment
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1.3%
54 / 254
27.8%
22 / 245
40.2%
18 / 194
52.5%
77 / 162
2.16%
Margetts Intl Strategy
UT Global
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0.4%
209 / 261
27%
145 / 253
42.5%
126 / 230
68%
134 / 205
1.43%
MGTS Clarion Explorer Ptfl
UT Flexible Investment
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1.2%
58 / 254
26.1%
33 / 245
41.2%
15 / 194
52%
81 / 162
2%
Margetts Opes Growth
UT Global
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0.1%
233 / 261
23.4%
194 / 253
43.8%
116 / 230
76.7%
110 / 205
1.58%
Sentinel Unvrsl Prtflo
UT Mixed Investment 40%-85% Shares
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0.9%
131 / 288
18.9%
120 / 271
31.5%
63 / 245
56.4%
59 / 208
1.27%
MGTS Fut Money Dyn Gth
UT Mixed Investment 40%-85% Shares
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0.7%
169 / 288
18.2%
140 / 271
23.2%
192 / 245
49.5%
114 / 208
1.55%
MGTS Greystone Bal Managed
UT Mixed Investment 40%-85% Shares
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1.1%
100 / 288
17.7%
157 / 271
32.1%
54 / 245
55.3%
69 / 208
1.77%
Margetts Sentinel Gth Pfl
UT Mixed Investment 40%-85% Shares
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0.7%
175 / 288
17.3%
168 / 271
-
-
-
-
1.22%
Margetts Select Strategy
UT Mixed Investment 40%-85% Shares
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1.2%
95 / 288
17.1%
173 / 271
26.5%
145 / 245
54.2%
75 / 208
1.43%
MGTS Clarion Meridian Ptfl
UT Mixed Investment 40%-85% Shares
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0.7%
176 / 288
16.6%
188 / 271
24.5%
178 / 245
50.8%
105 / 208
1.71%
Margetts Opes Income
UT Flexible Investment
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1%
75 / 254
14.9%
169 / 245
24.9%
124 / 194
47.1%
94 / 162
1.7%
MGTS Greystone Caut Mgd
UT Mixed Investment 20%-60% Shares
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0.8%
50 / 215
14.7%
59 / 207
25.6%
37 / 179
45.9%
29 / 146
1.69%
MGTS IBOSS 6
UT Flexible Investment
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0.8%
97 / 254
14.7%
177 / 245
-
-
-
-
0.95%
MGTS AFH Tactical Core
UT Unclassified
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1.5%
-
14%
-
18.9%
-
41.1%
-
0.87%
Sentinel Entrprse Prtflo
UT Flexible Investment
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1.8%
20 / 254
13.6%
190 / 245
25.7%
120 / 194
32.3%
141 / 162
1%
MGTS IBOSS 4
UT Mixed Investment 40%-85% Shares
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0.8%
147 / 288
13.2%
243 / 271
-
-
-
-
0.93%
MGTS Fut Money Real Gth
UT Mixed Investment 20%-60% Shares
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0.6%
103 / 215
13%
114 / 207
18.3%
127 / 179
38.2%
84 / 146
1.49%
MGTS Fut Mny Income
UT Mixed Investment 20%-60% Shares
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0.7%
75 / 215
12.7%
120 / 207
18.3%
128 / 179
44.9%
37 / 146
1.61%
Margetts Sentinel Inc Pfl
UT Mixed Investment 20%-60% Shares
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0.7%
69 / 215
12.3%
127 / 207
-
-
-
-
1.44%
MGTS Ardevora UK Income
UT UK Equity Income
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0.7%
83 / 96
12.3%
76 / 92
21.7%
57 / 82
-
-
0.95%
Margetts Providence Strategy
UT Mixed Investment 20%-60% Shares
View Factsheet
0.6%
93 / 215
11.7%
141 / 207
17.1%
140 / 179
40.3%
68 / 146
1.38%
MGTS IBOSS 2
UT Mixed Investment 20%-60% Shares
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0.3%
153 / 215
9.9%
173 / 207
-
-
-
-
0.8%
MGTS Clarion Prudence Ptfl
UT Mixed Investment 20%-60% Shares
View Factsheet
0.5%
122 / 215
9.9%
176 / 207
14.2%
158 / 179
34.6%
104 / 146
1.73%
MGTS Frontier Caut
UT Mixed Investment 20%-60% Shares
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0.7%
73 / 215
9.6%
180 / 207
12.9%
162 / 179
33%
114 / 146
2.12%
MGTS Fut Money Real Val
UT Mixed Investment 20%-60% Shares
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0.3%
147 / 215
8.8%
190 / 207
14.1%
159 / 179
30.2%
124 / 146
1.43%
MGTS Greystone Cons Mgd
UT Mixed Investment 0%-35% Shares
View Factsheet
0.6%
13 / 89
7.8%
60 / 80
13.1%
45 / 58
25.2%
31 / 44
1.37%
MGTS IBOSS 1
UT Mixed Investment 0%-35% Shares
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0.2%
57 / 89
6.4%
75 / 80
-
-
-
-
0.78%
Sentinel Dfnsve Prtflo
UT Mixed Investment 40%-85% Shares
View Factsheet
0%
263 / 288
4%
270 / 271
9.1%
241 / 245
22.4%
206 / 208
0.66%
MGTS St Johns Hg Inc Prop
UT Property
View Factsheet
0.4%
9 / 47
3.9%
23 / 54
16%
37 / 51
-
-
1.25%
Data provided by

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