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Margetts Venture Strategy Class R - Accumulation (GBP)

Sell:713.55p Buy:713.62p Change: 0.70p (0.10%)
Prices as at 22 November 2024
Sell:713.55p
Buy:713.62p
Change: 0.70p (0.10%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 22 November 2024
Sell:713.55p
Buy:713.62p
Change: 0.70p (0.10%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return 11.27% 11.38% -10.46% -0.13% 13.21%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Margetts Fund Management is a privately owned investment boutique based in Birmingham, which specialises in managing multi-manager funds. While not a household name, Margetts have a wealth of experience to draw on and have won numerous awards for investment management. They began providing portfolio management services to private clients, pension funds, professional trustees and corporations in 1981 and have been running multi-manager funds since the mid-1990s.

Information about the fund

Fund manager biography

manager photo
Manager Name: Toby Ricketts
Manager start date: 1 January 2001
Manager located in: Birmingham

Toby is the Chief Executive Officer of Margetts Fund Management Ltd having joined the company in 1994. Margetts led the development of multi-manager risk rated funds having launched their flagship range in the early 1990s which became a popular concept adopted by many investment houses subsequently. The Margetts Risk Rated funds and a number of third party mandates are managed by Toby and the Margetts investment team who also provide independent investment research relating to collective investment schemes and market commentary through the Margetts Research website. Toby also works with various independent financial advisers, networks and consultants to provide fund management advice and oversight as well as being a regular speaker on investment, market and related regulatory matters.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now