Margetts Providence Strategy R GBP Inc

Fund

Fund Info

  • Yield History2.99%
  • 3 Year sharpe0.83
  • 3 Year alpha0.4
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.31%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupMargetts
  • DomicileUnited Kingdom
  • ISINGB00B7TRY424

Investment Strategy

The fund seeks to provide a balance of long term capital growth and increasing income by investment in any economic sector in any geographic area in regulated collective investment schemes investing in a wide range of assets including equities, fixed interest and cash type instruments.