- Risk Rated Funds
Margetts award-winning Fund of Funds - Risk Profiler
Assess a client's willingness and ability to take risk - Risk Rated Reports
Create tailored reports - Fund Management Diary
A summary of this week's investment meeting
"Using the Margetts funds is a great way of consolidating investments within a tax efficient product"
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Fund Prices
The Risk Rated funds are Margetts' core multi-manager offering.
Fund Name
Price Date
Income
Accumulation
The following funds are specialist arrangements with third parties and the fund management and core approach detailed on this website may not apply to how these funds are managed.
Fund Name
Price Date
Income
Accumulation
Greystone Balanced
22/02/2012
GBX 117.90
GBX 126.15
Greystone Global Growth
22/02/2012
-
GBX 154.71
Greystone Cautious Managed
22/02/2012
GBX 92.78
GBX 103.88
Greystone Sagacious
22/02/2012
-
GBX 96.26
Fund Name
Price Date
Income
Accumulation
Opes Growth
22/02/2012
-
GBX 210.37
Opes Income
22/02/2012
GBX 143.29
GBX 197.81
Fund Name
Price Date
Income
Accumulation
MGTS Frontier Cautious A (Inst)
22/02/2012
GBX 102.53
GBX 119.56
MGTS Frontier Cautious B (Retail)
22/02/2012
GBX 100.22
GBX 117.29
MGTS Frontier Adventurous A (Inst)
22/02/2012
-
GBX 95.66
MGTS Frontier Adventurous B (Retail)
22/02/2012
-
GBX 95.40
Fund Name
Price Date
Income
Accumulation
MGTS Future Money Real Value
22/02/2012
-
GBX 121.54
MGTS Future Money Real Growth
22/02/2012
-
GBX 129.00
MGTS Future Money Dynamic Growth
22/02/2012
-
GBX 131.18
MGTS Future Money Income
22/02/2012
GBX 113.10
GBX 127.59
Fund Name
Price Date
Income
Accumulation
MGTS St Johns Realistic Core
22/02/2012
GBX 112.61
GBX 115.15