MGTS Clarion Meridian Portfolio R GBP Acc

Ranked 123 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

To achieve long term capital growth with a medium risk profile by investing predominantly in Unit Trusts, OEICs, Exchange Traded Funds and other collective investment schemes across a range of management groups. The underlying funds invest largely in domestic and overseas equities, fixed interest stocks, property and cash.

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 6.8%
2018 -7.8% -5.6% 6.6% 1.4% -9.7%
2017 9.8% 4.1% 1.1% 0.1% 4.3%
2016 11.3% -0.9% 0.4% 8.6% 3.0%
2015 3.9% 5.8% -2.4% -5.2% 6.1%
2014 4.9% 0.7% 0.4% 0.7% 3.1%
2013 15.8% 8.7% -1.0% 4.2% 3.2%
2012 13.2% 7.5% -4.2% 6.4% 3.2%
2011 -5.9% -0.6% -0.1% -9.5% 4.6%
2010 14.7% 5.8% -6.5% 8.2% 7.1%
2009 26.3% -2.9% 11.1% 14.6% 2.2%
2008 1.3% -7.3% -11.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 8.95%
Rathbone Income S Acc 7.40%
JPM UK Dynamic C Acc 7.35%
SVM UK Growth B 7.24%
Standard Life Inv UK Equity Inc Unconstr Inst Acc 7.12%
Fidelity European I Inc 7.00%
Vanguard FTSE UK Equity Income Index A GBP Acc 7.00%
Legal & General Sh Dated GBP Corp Bond Index C Acc 5.76%
Vanguard US Equity Index GBP Acc 5.67%
Fidelity Index US P Acc 5.51%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/04/2008
  • Share Class size35Mn
  • Base currencyGBX
  • ISIN GB00B2QKC562

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.00%
  • Initial investment0.00%

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