Fact sheet: MGTS IBOSS 1

Fund information

Fund name
MGTS IBOSS 1 R Acc GBP
Fund company manager
Margetts Fund Management
Fund type
OIC
Fund manager
Chris Rush
since 22/02/2016
Fund objective
The objective of the Sub-fund is to seek, through a combination of capital growth and income, returns above the IA Mixed Investment 0-35% Shares Sector (although the investment constraints of this sector do not apply to this sub-fund).
Benchmark
IA Mixed Investment 0%-35% Shares
Investment style
Active,Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

7.67 %

1 Year rank in sector

65/81

Sector

UT Mixed Investment 0-35% Shares

Yield

1.08

Fund size

£ 9.1 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.56 %3.41 %7.67 %0 %0 %
Sector0.69 %4 %10.36 %15.98 %28.69 %
Rank within sector51 / 8759 / 8365 / 81 / /
Quartile th3 rd3 rd4 th th th

Calendar performance

YTD-20172016201520142013
Fund3.04 %0 %0 %0 %0 %
Sector3.62 %8.37 %0.26 %5.2 %4.2 %
Rank within sector56 / 83 / / / /
Quartile th3 rd th th th th

Price movement

52 week high109.32
52 week low100.19
Current bid price0
Current offer price0
Current mid price108.92

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-