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-up1.55p (+0.23%)

Fund Code

MRVSA

B6VBDR1

GB00B6VBDR16

Prices updated as at 28 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerToby Ricketts
674.89
604.94
Fund comparative indexIA Flexible
Flexible Investment
-
1.35
0.17
0.00
Global Large-Cap Blend Equity
No
Fund providerMargetts Fund Management Limited
Share class launch date03 Dec 2012
£72.50m
-
1.51
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.