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MARGETTS SELECT STRATEGY - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of MARGETTS SELECT STRATEGY

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. MARGETTS SELECT STRATEGY does not fall into either of these categories at present.

Standard Initial Charge

5.25% 5.25%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  March, 1995
Size  £85m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 270.99p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 5.25%
Additional bid/offer spread -0.03%
Annual management charge 1.48%
Total expense ratio 1.60%
Reduction in yield (10yr) 2.13%

Bestinvest says


No information available.

Portfolio

margetts select strategy asset allocation illustration
Allocation Proportion
Equity 50%
High yield bonds –
Quality bonds 50%
Property –
Commodities –
Hedge –
Fund cash –
margetts select strategy equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
margetts select strategy equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 50%
Small Caps 50%

View all performance data for MARGETTS SELECT STRATEGY

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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