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MGTS Future Money Real Growth GBP Acc

Ranked 145 out of 394 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Richard Cole

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 is intended to provide long term capital growth through an actively managed diversified portfolio of investments with the objective of increasing the purchasing power of the investment by growing ahead of the rate of inflation. The fund will be appropriate for a medium risk investor and consists of holdings exposed to UK & International equities, Fixed Interest and Property based investments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% 5.0%
2017 5.9% 2.8% 1.2% -0.6% 2.4%
2016 8.8% -0.2% 0.4% 7.0% 1.4%
2015 1.1% 4.0% -2.1% -4.6% 4.0%
2014 3.9% 0.7% 0.9% 0.1% 2.1%
2013 10.8% 5.9% -2.0% 4.2% 2.5%
2012 10.4% 5.7% -2.6% 4.3% 2.8%
2011 -3.8% 0.2% 0.2% -7.0% 3.1%
2010 11.0% 4.7% -4.7% 6.9% 4.1%
2009 14.4% -4.9% 4.5% 12.7% 2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Fidelity Index US P Acc 9.53%
Schroder Asian Income L Acc 7.80%
Vanguard UK Short Term Investment Grade Bond ACC 6.99%
Invesco Perpetual Tactical Bond Z Inc 6.64%
M&G UK Inflation Linked Corporate Bond I Acc 6.52%
Royal London Short Duration Credit Z Inc 5.98%
No name available 5.67%
Royal London UK Equity Income Z Inc 5.32%
Aviva Investors UK Equity Income SC 2 Acc 5.30%
Jupiter UK Special Situations I (Acc) 5.25%
31/07/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/12/2008
  • Share Class size20Mn
  • Base currencyGBX
  • ISIN GB00B3D1MP98

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).