Quick Stats

Bid Price GBX 364.76 Offer Price GBX 383.25
Mid Price - Day Change GBX +0.01 (0.00%)
Price Date 17 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 2.19 Fund Size 109,846,731.21
Launch Date 26/06/1992 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.48 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.19
ISIN GB0007021685 Min TopUp (£) 1,000.00

Fund Objective

The objective of the Margetts International Strategy Fund is to provide long term capital growth on a medium risk basis from an actively managed spread of collective investment schemes investing predominantly in equity, equity linked and fixed interest investments in various world markets.

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.