Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Margetts Select Strategy GBP Acc

Ranked 151 out of 212 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Managed by

Toby Ricketts

Born in Chelmsford in 1974, Toby Ricketts followed in his father’s footsteps when he joined Margetts as an Investment Consultant in 1994. His father, Tim Ricketts, is the firm’s Managing Director having established Margetts in its current format in 1985. Toby Ricketts was promoted to Investment Director in 2001 and presently takes the reins of the Margetts Providence fund, Margetts Select fund, Margetts International fund and Margetts Venture fund. Ricketts is an accomplished public speaker performing numerous engagements each year, and is a founder member of the Professional Speakers Association. He cites motorbikes and models as his main interests outside of fund management.

Objective

The fund aims to achieve medium to long term capital growth on a medium risk basis. The fund will adopt a cautious but active management approach via a diverse spread of mainly UK and European equity, fixed interest, money market collective investments and cash. The fund will include collective investment schemes investing in various world markets.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2015 - 30/04/2018
  • Rank 151/212 Total Return
  • Rank 129/212 Standard Deviation
  • Rank 87/212 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 9.8% 4.6% 1.0% -0.2% 4.1%
2016 11.3% 0.1% 0.6% 9.1% 1.3%
2015 2.7% 5.7% -3.2% -5.0% 5.6%
2014 4.6% 0.5% 0.6% 0.7% 2.7%
2013 15.2% 9.0% -1.8% 3.9% 3.6%
2012 13.8% 8.0% -4.8% 7.2% 3.3%
2011 -6.0% -0.4% 1.8% -10.9% 4.1%
2010 13.3% 5.4% -7.5% 8.9% 6.8%
2009 23.6% -5.5% 8.4% 17.3% 2.9%
2008 -19.8% -6.1% -1.9% -8.9% -4.5%
2007 7.5% 2.3% 3.4% 1.0% 0.7%
2006 14.1% 8.0% -4.8% 4.0% 6.7%
2005 20.1% 2.2% 4.1% 7.7% 4.7%
2004 11.7% 2.0% 0.1% 1.6% 7.7%
2003 22.8% -3.2% 11.9% 7.5% 5.5%
2002 -14.8% 3.0% -6.7% -11.6% 0.2%
2001 -13.7% -10.4% 4.3% -19.8% 15.1%
2000 -2.6% 6.8% -3.6% 0.9% -6.3%
1999 30.1% 4.8% 7.0% -3.2% 19.9%
1998 5.3% 12.9% 0.3% -14.6% 8.9%
1997 9.2% 5.0% 3.9% 4.2% -4.1%
1996 9.6% 8.5% 2.7% 0.3% -2.0%
1995 5.6% 6.1% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/1995
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN GB0006584097

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.48%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).