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

823.63p/823.42p

arrow-down-4.59p (-0.55%)

Fund Code

MRVSA

B6VBDR1

GB00B6VBDR16

Prices updated as at 12 Dec 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

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