Margetts Opes Growth Fund

Select share classes
There is only one type of share class for this fund.

Margetts Opes Growth Fund R GBP Acc

Category Global Large-Cap Blend Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

554.33p/554.21p

arrow-up3.37p (+0.61%)

Fund Code

MROGA

B4XW141

GB00B4XW1411

Prices updated as at 14 Apr 2025
|
Prices in GBX
Investment objective
The objective of the Fund is to provide capital growth over any seven-year period. The Fund is actively managed via a diversified portfolio of collective investment schemes with exposure mainly to shares in any economic sector or geographic area as is felt appropriate by the Manager at any given time. A minimum of 70% of the portfolio will be invested into collective investment schemes (which may include schemes operated by the manager, associates or controllers of the manager). Normally, the Fund will be fully invested in collective investment schemes, save for an amount to enable ready settlement of liabilities (including redemption of units) and efficient management.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
1.43
0.15
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 21 Feb 2025pdf
Annual Report 30 Jun 2024pdf
Interim Report 31 Mar 2024pdf
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