Margetts Intl Strategy Fund S 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
633.44p/630.01p
1.20p (+0.19%)
Fund Code
MRNSA
BJQR3Q4
GB00BJQR3Q47
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
Company name
Margetts Fund Management Limited
Fund launch date
26 Jun 1992
Domicile
United Kingdom
UCITS
Yes
Lead manager
Toby Ricketts
Lead manager start date
01 Dec 2001
Lead fund manager biography
Toby is the Chief Executive Officer of Margetts Fund Management Ltd., joined in 1994. Margetts led the development of multi-manager risk rated funds having launched their flagship range in the early 1990s which became a popular concept adopted by many investment houses subsequently. The Margetts Risk Rated funds and a number of third party mandates are managed by Toby and the Margetts investment team who also provide independent investment research relating to collective investment schemes and market commentary through the Margetts Research website. Toby also works with various independent financial advisers, networks and consultants to provide fund management advice and oversight as well as being a regular speaker on investment, market and related regulatory matters.
Toby is now 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 is recognised by Citywire as one of the top10 most consistent managers over the past decade. Toby is the Chief Executive Officer of Margetts Fund Management Ltd.
Head office
1 Sovereign Court
Graham Street
Birmingham
United Kingdom
B1 3JR
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