MGTS Sentinel Universal Portfolio Retail Accumulation

Category GBP Allocation 60-80% Equity

Last buy/sell price

268.83p

arrow-up1.03p (+0.38%)

Fund Code

B2Q46G7

GB00B2Q46G71

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The objective of the Sub-Fund is to provide capital growth over any 5 year period. The Sub-Fund will be actively managed and therefore the Investment Adviser will use their expertise to select investments, rather than tracking a stock exchange or index, to take advantage of changing worldwide economic conditions. A minimum of 70% of the portfolio will be invested in collective investment schemes (which may include schemes operated by the ACD, associates or controllers of the ACD), in any economic sector and any geographic area, across a wide range of assets. This includes shares, bonds, cash and near cash instruments.

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.

Company name

Sentinel Portfolio Management Limited

Fund launch date

01 May 2008

Domicile

United Kingdom

UCITS

Yes

Lead manager

Toby Ricketts

Lead manager start date

04 May 2020

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

United Kingdom

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