Margetts Intl Strategy Fund R GBP Acc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
616.83p/616.53p
1.17p (+0.19%)
Fund Code
MRISA
B8FN1Z1
GB00B8FN1Z15
Prices updated as at 18 Feb 2025
Prices in GBX
Investment objective
The objective of the Fund is to provide long term capital growth through a portfolio investing in global assets. The Fund will provide exposure to a range of economic sectors and geographic areas. The Fund will be actively managed and therefore the manager will use their expertise to select investments, rather than tracking a stock exchange or index. A minimum of 70% of the portfolio will be invested in collective investment schemes (which may include schemes operated by the manager, associates or controllers of the manager) to provide a minimum of 60% and maximum of 100% exposure to shares. Usually the allocation to shares will be close to the upper limit.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Toby Ricketts |
617.54 | |
543.92 | |
Fund comparative index | IA Global |
Global | |
- | |
1.27 | |
0.12 | |
0.00 | |
Global Large-Cap Blend Equity | |
No | |
Fund provider | Margetts Fund Management Limited |
Share class launch date | 03 Dec 2012 |
£98.32m | |
- | |
1.14 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.