Margetts Venture Strategy 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

-

arrow-down-6.01p (-0.89%)

Fund Code

MRVSA

B6VBDR1

GB00B6VBDR16

Prices updated as at 26 Apr 2024
|
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.

Annual charges

Product charges
1.35
0.17
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 23 Feb 2024pdf
Annual Short Report 31 Oct 2020pdf
Interim Reports 30 Sep 2017pdf
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Important Information

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