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The weekly diaries are written in conjunction with Capital Economics, the Strategy section is written by the fund management team, outlining their views on the topic. The fund management team meet on a weekly basis to discuss the commentary written by Capital Economics, the main global economic themes, the investment strategy and they also analyse each of the funds and their underlying holdings. We provide a summary of these meetings so that advisers and investors can keep up to date with the management of their investments.

Our monthly diaries summarise major economic and market developments that occur over the month, and include a section of our views going forward. They also look at each of the Margetts Risk Rated portfolios in detail, and discuss some drivers of performance over the month.

Our quarterly commentaries reflect on markets and economics over the previous three months, and include a short section on our strategy.

Please note that the contents are based on the author’s opinion and are not intended as investment advice. Any research is for information only, does not constitute financial advice or necessarily reflect the views of the author and is subject to change.

Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise and investors may get back less than they invested especially in the early years. Important information about the funds can be found in the Supplementary Information Document and NURS-KII Document which are available on our website or on request.

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Monthly Diaries
Quarterly Commentaries