Quick Stats

Bid Price - Offer Price -
Mid Price GBX 185.88 Day Change GBX +0.56 (0.30%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 1.43 %
Total Expense Ratio 1.49 Fund Size 69,375,825.93
Launch Date 08/12/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.49
ISIN GB00B7WPBV97 Min TopUp (£) 1,000.00

Fund 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.

Fund Managers

Toby Ricketts
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.
Richard Cole
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.