Mountains

Risk Explorer


Drag the cursor along the scale to view or compare portfolios with different levels of risk. The portfolios are created using a blend of the Margetts Risk Rated funds. This page provides an illustration of how a portfolio would be constructed according to the stages of our investment process.

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 2-3 Portfolio 2.42 17.23 23.53 99.86
Composite Benchmark 2.47 18.87 26.70 92.20

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 2-3 Portfolio 8.32 1.40 7.98 17.85 20.11 25.22
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
L&G Short Dated Stlg Corp Bd Idx C Acc 9% Investment Grade Bonds
L&G Asian Income C Acc 8% Asia Pacific
Vanguard UK Shrt-Term IG BdIdx GBPAcc 8% Bonds
Franklin UK Equity Income W Acc 7% UK Equity Income
Premier Income C Inc 7% UK Equity Income
Threadneedle UK Eq Inc Ins Acc GBP 7% UK Equity Income
Vanguard FTSE U.K. Eq Inc Idx Acc 7% UK Equity Income
Man GLG UK Income Professional Acc C 7% UK Equity Income
Royal London UK Equity Income Z GBP Inc 7% UK Equity Income
Fidelity Short Dated Corp Bd Y Acc 6% Investment Grade Bonds
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3 Portfolio 2.84 21.58 30.07 114.72
Composite Benchmark 3.42 23.76 33.18 108.69

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 3 Portfolio 9.18 1.64 9.86 22.17 25.18 31.35
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
L&G Short Dated Stlg Corp Bd Idx C Acc 7% Investment Grade Bonds
L&G Asian Income C Acc 6% Asia Pacific
Vanguard UK Shrt-Term IG BdIdx GBPAcc 5% Bonds
Franklin UK Equity Income W Acc 5% UK Equity Income
Premier Income C Inc 5% UK Equity Income
Threadneedle UK Eq Inc Ins Acc GBP 5% UK Equity Income
Vanguard FTSE U.K. Eq Inc Idx Acc 5% UK Equity Income
Man GLG UK Income Professional Acc C 5% UK Equity Income
Royal London UK Equity Income Z GBP Inc 5% UK Equity Income
Fidelity Short Dated Corp Bd Y Acc 4% Investment Grade Bonds
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3-4 Portfolio 3.26 25.12 35.33 126.15
Composite Benchmark 4.20 27.75 38.50 121.83

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 3-4 Portfolio 9.84 1.89 11.33 25.71 29.24 36.28
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
L&G Short Dated Stlg Corp Bd Idx C Acc 6% Investment Grade Bonds
L&G Asian Income C Acc 5% Asia Pacific
Vanguard UK Shrt-Term IG BdIdx GBPAcc 4% Bonds
Franklin UK Equity Income W Acc 4% UK Equity Income
Premier Income C Inc 3% UK Equity Income
Threadneedle UK Eq Inc Ins Acc GBP 3% UK Equity Income
Vanguard FTSE U.K. Eq Inc Idx Acc 3% UK Equity Income
Man GLG UK Income Professional Acc C 3% UK Equity Income
Royal London UK Equity Income Z GBP Inc 3% UK Equity Income
Fidelity Short Dated Corp Bd Y Acc 3% Investment Grade Bonds
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4 Portfolio 3.72 29.52 41.25 138.99
Composite Benchmark 4.67 30.79 42.41 131.99

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 4 Portfolio 10.48 2.10 13.30 30.70 33.94 42.05
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
L&G Short Dated Stlg Corp Bd Idx C Acc 5% Investment Grade Bonds
Vanguard US Equity Index Acc 5% USA
L&G Asian Income C Acc 4% Asia Pacific
Fidelity Index US P Acc 4% USA
GBP Cash 3% Cash / Money Markets
Vanguard FTSE U.K. All Shr Idx UT Acc 3% UK
Schroder Asian Income L GBP Acc 3% Asia Pacific
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
SVM UK Growth Instl 3% UK
Jupiter UK Special Situations I Acc 3% UK
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4-5 Portfolio 4.14 33.06 46.52 150.43
Composite Benchmark 5.46 34.78 47.74 145.14

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 4-5 Portfolio 11.14 2.36 14.78 34.24 38.01 46.98
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard US Equity Index Acc 6% USA
Fidelity Index US P Acc 5% USA
L&G Short Dated Stlg Corp Bd Idx C Acc 4% Investment Grade Bonds
Vanguard FTSE U.K. All Shr Idx UT Acc 4% UK
Schroder Asian Income L GBP Acc 3% Asia Pacific
SVM UK Growth Instl 3% UK
Jupiter UK Special Situations I Acc 3% UK
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
SLI UK Equity Income Uncons Inst Acc 3% UK Equity Income
iShares UK Equity Index (UK) D Acc 3% UK
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5 Portfolio 4.68 36.69 51.52 160.29
Composite Benchmark 6.04 37.94 51.97 155.07

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 5 Portfolio 11.68 2.69 16.27 38.23 41.91 51.75
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard US Equity Index Acc 7% USA
Fidelity Index US P Acc 5% USA
Vanguard FTSE U.K. All Shr Idx UT Acc 5% UK
Schroder Asian Income L GBP Acc 4% Asia Pacific
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
JPM US Select C Net Acc 3% USA
iShares North American Eq Idx (UK) D Acc 3% USA
GBP Cash 3% Cash / Money Markets
L&G Asian Income C Acc 3% Asia Pacific
Baillie Gifford Pacific B Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5-6 Portfolio 4.84 38.47 53.18 163.54
Composite Benchmark 5.68 37.06 50.59 152.20

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 5-6 Portfolio 11.71 2.69 17.17 40.89 43.38 53.65
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard US Equity Index Acc 7% USA
Vanguard FTSE U.K. All Shr Idx UT Acc 6% UK
Fidelity Index US P Acc 4% USA
Schroder Asian Income L GBP Acc 4% Asia Pacific
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
GBP Cash 3% Cash / Money Markets
JPM US Select C Net Acc 3% USA
iShares North American Eq Idx (UK) D Acc 3% USA
L&G Asian Income C Acc 3% Asia Pacific
Baillie Gifford Pacific B Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6 Portfolio 5.09 40.29 55.20 167.23
Composite Benchmark 5.59 37.21 50.69 152.44

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 6 Portfolio 11.83 2.79 18.00 43.33 45.06 55.75
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard US Equity Index Acc 8% USA
Vanguard FTSE U.K. All Shr Idx UT Acc 7% UK
Schroder Asian Income L GBP Acc 4% Asia Pacific
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
Fidelity Index US P Acc 4% USA
GBP Cash 3% Cash / Money Markets
Fidelity Instl South East Asia 3% Asia Pacific
JPM US Select C Net Acc 3% USA
iShares North American Eq Idx (UK) D Acc 3% USA
Schroder Instl Pacific I Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6-7 Portfolio 5.16 42.02 56.50 170.03
Composite Benchmark 4.95 35.31 47.84 146.45

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 6-7 Portfolio 11.78 2.68 18.99 46.21 46.34 57.43
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard US Equity Index Acc 8% USA
Vanguard FTSE U.K. All Shr Idx UT Acc 8% UK
Schroder Asian Income L GBP Acc 5% Asia Pacific
UBS Global Emerging Markets Equity C Acc 5% Emerging Markets
Fidelity Instl South East Asia 4% Asia Pacific
Schroder Instl Pacific I Acc 4% Asia Pacific
Stewart Inv Asia Pac Ldrs B Acc GBP 4% Asia Pacific
Fidelity Emerging Markets W Acc 4% Emerging Markets
Fidelity Index Emerging Markets P Acc 4% Emerging Markets
JPM Emerging Markets Inc C Acc 4% Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7 Portfolio 5.23 43.75 57.80 172.83
Composite Benchmark 4.32 33.42 45.00 140.47

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 7 Portfolio 11.74 2.58 19.97 49.09 47.62 59.12
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard FTSE U.K. All Shr Idx UT Acc 9% UK
Vanguard US Equity Index Acc 9% USA
Fidelity Instl South East Asia 6% Asia Pacific
Schroder Instl Pacific I Acc 6% Asia Pacific
Stewart Inv Asia Pac Ldrs B Acc GBP 6% Asia Pacific
Schroder Asian Income L GBP Acc 6% Asia Pacific
Fidelity Emerging Markets W Acc 6% Emerging Markets
Fidelity Index Emerging Markets P Acc 6% Emerging Markets
UBS Global Emerging Markets Equity C Acc 6% Emerging Markets
JPM Emerging Markets Inc C Acc 6% Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7-8 Portfolio 4.88 43.56 56.37 171.04
Composite Benchmark 3.22 29.33 39.13 128.02

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 7-8 Portfolio 11.41 2.17 20.28 49.97 46.84 58.29
 

Mix of Margetts Funds

Click on the sections of the chart to learn more about the individual Margetts Risk Rated Funds


Step 1 - Long term allocation (Strategic Asset Allocation)

Click on the sections of the chart to find out more about the asset classes

Step 2 - Short term allocation (Tactical Asset Allocation)

Click on the sections of the chart to find out more about the asset classes


Step 3 - Fund selection

Fund Name Allocation Asset Class/Region
Vanguard US Equity Index Acc 9% USA
Vanguard FTSE U.K. All Shr Idx UT Acc 9% UK
Fidelity Instl South East Asia 7% Asia Pacific
Schroder Instl Pacific I Acc 7% Asia Pacific
Schroder Asian Income L GBP Acc 7% Asia Pacific
Stewart Inv Asia Pac Ldrs B Acc GBP 7% Asia Pacific
Fidelity Emerging Markets W Acc 7% Emerging Markets
Fidelity Index Emerging Markets P Acc 7% Emerging Markets
UBS Global Emerging Markets Equity C Acc 7% Emerging Markets
JPM Emerging Markets Inc C Acc 7% Emerging Markets
+ Show More

 

The information above is based on the current portfolio using the Margetts Risk Rated funds in the proportions shown. The funds are actively managed and the asset allocation and holdings are based on the position as at 30/04/2019 and may change without notice. Past performance may not be a reliable guide to future returns. Investors may get back less than they invested as the value of investments can fall as well as rise.

Past performance is not a guarantee of future performance. The value of an investment and the income derived from it can fall as well as rise. Investors may get back less than they invested. Performance is calculated on a bid to bid basis with income reinvested and the portfolio is rebalanced monthly to the relevant proportions. Source: Morningstar Direct