Margetts Select Strategy R GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.92%
  • 3 Year sharpe0.45
  • 3 Year alpha-1.88
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.23%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupMargetts
  • DomicileUnited Kingdom
  • ISINGB00B8K0B575

Investment Strategy

The objective of the Margetts Select Strategy Fund is to provide medium to long term capital growth on a medium risk basis through the cautious but active management of a diversified portfolio of UCITS schemes and non-UCITS schemes (that have the same characteristics and restrictions as a UCITS scheme) that invest in equity and fixed interest markets in the UK, Europe and throughout the world.

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