Margetts Venture Strategy Fund S 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

730.64p/726.94p

arrow-up3.22p (+0.44%)

Fund Code

MRSVA

BJQR3R5

GB00BJQR3R53

Prices updated as at 06 Mar 2025
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Prices in GBX

Investment objective
The objective of the Fund is to provide long term (more than 5 years) capital growth through a portfolio that focuses on shares in high growth geographical areas. 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. The manager is able to take large positions in areas which are believed to represent the highest opportunity for growth. 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 40% and a maximum of 100% exposure to shares. Usually the allocation to shares will be close to the upper limit.

Growth chart of 1,000

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Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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