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 3.95 15.30 21.55 102.64
Composite Benchmark 2.89 17.75 25.05 96.27

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 2-3 Portfolio 6.06 -0.72 5.73 15.39 17.60 22.61
 

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 UK Shrt-Term IG BdIdx GBPAcc 8% Short Dated Bonds
L&G Asian Income C Acc 8% Asia Pacific ex Japan
Vanguard FTSE U.K. Eq Inc Idx Acc 7% UK Equity Income
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
Man GLG UK Income Professional Acc C 7% UK Equity Income
Royal London UK Equity Income Z GBP Inc 7% UK Equity Income
Royal London Global Index Linked Z Inc 6% Global Bond
GBP Cash 2% Deposits
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3 Portfolio 3.97 18.86 26.98 117.14
Composite Benchmark 3.77 22.02 30.59 112.77

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 3 Portfolio 6.34 -1.00 6.99 18.94 21.86 27.87
 

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 Asian Income C Acc 6% Asia Pacific ex Japan
Vanguard UK Shrt-Term IG BdIdx GBPAcc 6% Short Dated Bonds
Vanguard FTSE U.K. Eq Inc Idx Acc 5% UK Equity Income
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
Man GLG UK Income Professional Acc C 5% UK Equity Income
Royal London UK Equity Income Z GBP Inc 5% UK Equity Income
Royal London Global Index Linked Z Inc 5% Global Bond
GBP Cash 2% Deposits
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3-4 Portfolio 4.06 21.79 31.37 128.22
Composite Benchmark 4.51 25.54 35.17 125.84

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 3-4 Portfolio 6.57 -1.13 8.00 21.89 25.30 32.11
 

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 Asian Income C Acc 5% Asia Pacific ex Japan
Vanguard UK Shrt-Term IG BdIdx GBPAcc 4% Short Dated Bonds
Vanguard FTSE U.K. Eq Inc Idx Acc 4% UK Equity Income
Franklin UK Equity Income W Acc 4% UK Equity Income
Premier Income C Inc 4% UK Equity Income
Threadneedle UK Eq Inc Ins Acc GBP 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
Royal London Global Index Linked Z Inc 3% Global Bond
Vanguard US Equity Index Acc 3% North America
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4 Portfolio 3.99 25.45 36.54 140.62
Composite Benchmark 4.92 28.18 38.49 136.27

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 4 Portfolio 6.70 -1.39 9.39 26.12 29.25 37.06
 

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 4% North America
L&G Asian Income C Acc 4% Asia Pacific ex Japan
Fidelity Index US P Acc 4% North America
Vanguard FTSE U.K. All Shr Idx UT Acc 3% UK All Companies
Schroder Asian Income L GBP Acc 3% Asia Pacific ex Japan
Henderson EMs Opportunities I Acc 3% Global Emerging Markets
BlackRock UK Income X GBP Acc 3% UK Equity Income
Jupiter UK Special Situations I Acc 3% UK All Companies
GBP Cash 3% Deposits
SLI UK Equity Income Uncons Inst Acc 3% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4-5 Portfolio 4.08 28.37 40.93 151.70
Composite Benchmark 5.66 31.70 43.08 149.35

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 4-5 Portfolio 6.92 -1.53 10.39 29.07 32.69 41.30
 

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 5% North America
Fidelity Index US P Acc 5% North America
Vanguard FTSE U.K. All Shr Idx UT Acc 4% UK All Companies
Schroder Asian Income L GBP Acc 3% Asia Pacific ex Japan
BlackRock UK Income X GBP Acc 3% UK Equity Income
Jupiter UK Special Situations I Acc 3% UK All Companies
SLI UK Equity Income Uncons Inst Acc 3% UK Equity Income
SVM UK Growth Instl 3% UK All Companies
Rathbone Income S Acc 3% UK Equity Income
Henderson EMs Opportunities I Acc 3% Global Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5 Portfolio 4.22 31.42 45.26 161.09
Composite Benchmark 6.20 34.53 46.76 159.25

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 5 Portfolio 7.08 -1.54 11.46 32.48 36.01 45.44
 

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% North America
Fidelity Index US P Acc 5% North America
Vanguard FTSE U.K. All Shr Idx UT Acc 5% UK All Companies
Schroder Asian Income L GBP Acc 4% Asia Pacific ex Japan
JPM US Select C Net Acc 3% North America
iShares North American Eq Idx (UK) D Acc 3% North America
Henderson EMs Opportunities I Acc 3% Global Emerging Markets
L&G Asian Income C Acc 3% Asia Pacific ex Japan
Baillie Gifford Pacific B Acc 3% Asia Pacific ex Japan
JPM UK Dynamic C Net Acc 3% UK All Companies
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5-6 Portfolio 4.03 32.94 47.01 164.13
Composite Benchmark 5.82 33.73 45.53 156.84

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 5-6 Portfolio 6.96 -1.68 12.17 34.84 37.24 47.05
 

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
Vanguard US Equity Index Acc 6% North America
Vanguard FTSE U.K. All Shr Idx UT Acc 6% UK All Companies
Fidelity Index US P Acc 4% North America
Schroder Asian Income L GBP Acc 4% Asia Pacific ex Japan
Henderson EMs Opportunities I Acc 4% Global Emerging Markets
JPM US Select C Net Acc 3% North America
iShares North American Eq Idx (UK) D Acc 3% North America
L&G Asian Income C Acc 3% Asia Pacific ex Japan
Baillie Gifford Pacific B Acc 3% Asia Pacific ex Japan
GBP Cash 3% Deposits
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6 Portfolio 3.99 34.50 48.95 167.57
Composite Benchmark 5.72 33.86 45.61 157.31

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 6 Portfolio 6.92 -1.73 12.81 37.00 38.65 48.86
 

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 7% UK All Companies
Vanguard US Equity Index Acc 6% North America
Schroder Asian Income L GBP Acc 4% Asia Pacific ex Japan
Fidelity Index US P Acc 4% North America
Henderson EMs Opportunities I Acc 4% Global Emerging Markets
JPM US Select C Net Acc 3% North America
Fidelity Instl South East Asia 3% Asia Pacific ex Japan
Stewart Inv Asia Pac Ldrs B Acc GBP 3% Asia Pacific ex Japan
Schroder Instl Pacific I Acc 3% Asia Pacific ex Japan
IP Asian No Trail Acc 3% Asia Pacific ex Japan
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6-7 Portfolio 3.66 35.99 50.50 170.21
Composite Benchmark 5.07 32.13 43.08 152.01

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 6-7 Portfolio 6.72 -1.97 13.59 39.56 39.69 50.27
 

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 8% UK All Companies
Vanguard US Equity Index Acc 6% North America
Schroder Asian Income L GBP Acc 5% Asia Pacific ex Japan
Fidelity Instl South East Asia 4% Asia Pacific ex Japan
Stewart Inv Asia Pac Ldrs B Acc GBP 4% Asia Pacific ex Japan
IP Asian No Trail Acc 4% Asia Pacific ex Japan
Schroder Instl Pacific I Acc 4% Asia Pacific ex Japan
Henderson EMs Opportunities I Acc 4% Global Emerging Markets
Fidelity Emerging Markets W Acc 4% Global Emerging Markets
JPM Emerging Markets Inc C Acc 4% Global Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7 Portfolio 3.34 37.47 52.06 172.85
Composite Benchmark 4.43 30.40 40.55 146.71

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 7 Portfolio 6.51 -2.21 14.37 42.13 40.73 51.69
 

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 All Companies
Vanguard US Equity Index Acc 6% North America
Fidelity Instl South East Asia 6% Asia Pacific ex Japan
Stewart Inv Asia Pac Ldrs B Acc GBP 6% Asia Pacific ex Japan
Schroder Asian Income L GBP Acc 6% Asia Pacific ex Japan
IP Asian No Trail Acc 6% Asia Pacific ex Japan
Schroder Instl Pacific I Acc 6% Asia Pacific ex Japan
Fidelity Emerging Markets W Acc 5% Global Emerging Markets
JPM Emerging Markets Inc C Acc 5% Global Emerging Markets
Henderson EMs Opportunities I Acc 5% Global Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7-8 Portfolio 2.78 37.33 51.29 171.25
Composite Benchmark 3.34 26.66 35.33 135.16

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 7-8 Portfolio 6.19 -2.61 14.65 42.96 39.97 50.88
 

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 All Companies
Fidelity Instl South East Asia 7% Asia Pacific ex Japan
Stewart Inv Asia Pac Ldrs B Acc GBP 7% Asia Pacific ex Japan
Schroder Asian Income L GBP Acc 7% Asia Pacific ex Japan
Schroder Instl Pacific I Acc 7% Asia Pacific ex Japan
IP Asian No Trail Acc 7% Asia Pacific ex Japan
Fidelity Emerging Markets W Acc 6% Global Emerging Markets
JPM Emerging Markets Inc C Acc 6% Global Emerging Markets
Vanguard US Equity Index Acc 6% North America
Henderson EMs Opportunities I Acc 6% Global 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 29/03/2019 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