|Bid Price||-||Offer Price||-|
|Mid Price||GBX 157.99||Day Change||GBX -0.17 (-0.11%)|
|Price Date||20 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.63 %|
|Total Expense Ratio||2.18||Fund Size||36,429,397.12|
|Launch Date||08/12/2008||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||2.18|
|ISIN||GB00B3D1MN74||Min TopUp (£)||1,000.00|
The fund is intended to provide long term capital growth through an actively managed, diversified portfolio of investments with the objective of retaining the real value of the investment despite the effects of inflation. The fund will be appropriate for a cautious investor and consists of holdings exposed to UK & International equities, Fixed Interest and Property based investments.
Since joining Margetts in 1994, Toby is the CEO of Margetts and is widely regarded as a leading professional in collective investment management, being regularly profiled in the major financial publications and national press. Toby is the lead manager of the award winning Risk Rated fund of funds and the Sentinel Enterprise Fund. In addition, Toby holds positions on the investment committee of a number of third party fund ranges.
Having graduated with a degree in Economics, Richard joined Margetts Fund Management in 2009 as a fund research analyst and latterly held portfolio management responsibilities for the firm’s discretionary client and model portfolio services. Richard joined Future Money Ltd as a fund manager in 2013. Together with Toby, Richard holds responsibility for the fund selection and asset allocation of the Future Money funds.