Fact sheet: MGTS IBOSS 4

Fund information

Fund name
MGTS IBOSS 4 R Acc GBP
Fund company manager
Margetts Fund Management
Fund type
OIC
Fund manager
Chris Metcalfe
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 40-85% Shares Sector (although the investment constraints of this sector do not apply to this sub-fund).
Benchmark
IA Mixed Investment 40%-85% Shares
Investment style
Active,Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

15.43 %

1 Year rank in sector

230/268

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 33.1 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.47 %8.34 %15.16 %0 %0 %
Sector1.94 %8.64 %19.48 %27.71 %58.39 %
Rank within sector204 / 281158 / 274230 / 268 / /
Quartile th3 rd3 rd4 th th th

Calendar performance

YTD-20172016201520142013
Fund6.13 %0 %0 %0 %0 %
Sector5.8 %13.29 %2.25 %4.96 %13.5 %
Rank within sector124 / 275 / / / /
Quartile th2 nd th th th th

Price movement

52 week high119.2
52 week low102.45
Current bid price0
Current offer price0
Current mid price119.2

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-