Mountains

Awards & Recognition

2016 International Fund Awards
Best for Risk Rated Multi Manager Funds & Best Performing Multi-Asset Risk Fund : Margetts Providence

2015 International Fund Awards
Award for Exceptional Fund Management – The Margetts Risk Rated Funds

Investment Week Fund Manager Awards 2014
Winner in the discretionary category

Defaqto 4 Diamonds 2013/14
Risk Targeted Multi-Manager Funds

Moneywise Pension Awards 2013
Venture Awarded Best Flexible Investment Fund

Financial Express Alpha Manager Rating 2013
Toby Ricketts an FE Alpha Manager

Citywire
Toby Ricketts named one of the top 10 most consistent managers over the past decade (July 2012)

Financial Express Alpha Manager Rating 2012
Toby Ricketts an FE Alpha Manager

Lipper Awards 2011
Margetts awarded Best Overall Small Group for Equities and Non UK Equities

 

Lipper Awards 2010
Margetts awarded Best Overall Small Group in the Non UK Equity Category

MoneyWise Pension Award 2009
Venture awarded Top Active Managed fund

Lipper Award 2009
Margetts awarded Best Overall Group in the Equity Small Category

Lipper Award 2009
Margetts awarded Best Overall Group in the Mixed Assets Small Category

Citywire Team All Stars Award
Best Tier 3 Group (August 2008)

Lipper Award 2008
Margetts awarded Best Small Group for Mixed Assets

Lipper Award 2008
Select awarded Best Mixed Asset GBP Balanced Global Fund for consistent returns over 3 years

Lipper Award 2008
Select awarded Best Mixed Asset GBP Balanced Global Fund for consistent returns over 5 years

Citywire Funds Insider
Best Small Group 2007 (Sept 2007)

Telegraph (Source: Citywire)
Best Tier 3 Group (31 Aug 2007)

Lipper Award 2007
Margetts awarded Best Small Group for Mixed Assets

Lipper Award 2007
Select awarded Best Mixed Asset GBP Balanced Global Fund for consistent returns over 3 years

Lipper Award 2007
Select awarded Best Mixed Asset GBP Balanced Global Fund for consistent returns over 5 years

Citywire
Best Group for Consistent Performance 2005

Professional Adviser
Awarded Margetts Best Group offering fewer than 15 Funds (26 August 2004)

Citywire
Awarded Margetts Best Manager of Managed Funds (published in Daily Telegraph on 2nd September 2004)

Citywire
Multi-Managers awarded A* Rating to all Margetts Funds 2004

Multi Manager Awards 2004
Select awarded Best UK Equity Fund

Multi Manager Awards 2003/2004
Providence awarded Best Cautious and Income Fund