Margetts Select Strategy GBP Acc

Ranked 188 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Toby Ricketts

Born in Chelmsford in 1974, Toby Ricketts followed in his father’s footsteps when he joined Margetts as an Investment Consultant in 1994. His father, Tim Ricketts, is the firm’s Managing Director having established Margetts in its current format in 1985. Toby Ricketts was promoted to Investment Director in 2001 and presently takes the reins of the Margetts Providence fund, Margetts Select fund, Margetts International fund and Margetts Venture fund. Ricketts is an accomplished public speaker performing numerous engagements each year, and is a founder member of the Professional Speakers Association. He cites motorbikes and models as his main interests outside of fund management.

Objective

The fund aims to achieve medium to long term capital growth on a medium risk basis. The fund will adopt a cautious but active management approach via a diverse spread of mainly UK and European equity, fixed interest, money market collective investments and cash. The fund will include collective investment schemes investing in various world markets.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.4%
2018 -8.9% -5.4% 5.3% 0.3% -8.8%
2017 9.8% 4.6% 1.0% -0.2% 4.1%
2016 11.3% 0.1% 0.6% 9.1% 1.3%
2015 2.7% 5.7% -3.2% -5.0% 5.6%
2014 4.6% 0.5% 0.6% 0.7% 2.7%
2013 15.2% 9.0% -1.8% 3.9% 3.6%
2012 13.8% 8.0% -4.8% 7.2% 3.3%
2011 -6.0% -0.4% 1.8% -10.9% 4.1%
2010 13.3% 5.4% -7.5% 8.9% 6.8%
2009 23.6% -5.5% 8.4% 17.3% 2.9%
2008 -19.8% -6.1% -1.9% -8.9% -4.5%
2007 7.5% 2.3% 3.4% 1.0% 0.7%
2006 14.1% 8.0% -4.8% 4.0% 6.7%
2005 20.1% 2.2% 4.1% 7.7% 4.7%
2004 11.7% 2.0% 0.1% 1.6% 7.7%
2003 22.8% -3.2% 11.9% 7.5% 5.5%
2002 -14.8% 3.0% -6.7% -11.6% 0.2%
2001 -13.7% -10.4% 4.3% -19.8% 15.1%
2000 -2.6% 6.8% -3.6% 0.9% -6.3%
1999 30.1% 4.8% 7.0% -3.2% 19.9%
1998 5.3% 12.9% 0.3% -14.6% 8.9%
1997 9.2% 5.0% 3.9% 4.2% -4.1%
1996 9.6% 8.5% 2.7% 0.3% -2.0%
1995 5.6% 6.1% 2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
No name available 8.09%
Jupiter UK Special Situations I (Acc) 7.41%
Rathbone Income S Acc 7.37%
BlackRock UK Income X Acc 7.33%
Standard Life Inv UK Equity Inc Unconstr Inst Acc 7.30%
SVM UK Growth B 7.12%
Legal & General Sh Dated GBP Corp Bond Index C Acc 6.75%
Royal London Short Duration Global Idx Lnk Z Inc 6.52%
Schroder Asian Income L Acc 6.40%
BlackRock Asia Z Acc 6.09%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/1995
  • Share Class size41Mn
  • Base currencyGBP
  • ISIN GB0006584097

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.48%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).