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 0.00 0.00 0.00 0.00
Composite Benchmark 0.00 0.00 0.00 0.00

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 2-3 Portfolio 0.00 0.00 0.00 0.00 0.00 0.00
 

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

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3 Portfolio 8.28 15.83 27.97 87.73
Composite Benchmark 8.74 18.09 31.92 86.19

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 3 Portfolio 12.16 -6.91 8.07 10.97 2.17 4.62
 

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 Sterling Corp Bond Fund 7% Investment Grade Bonds
L&G Asian Income C Acc 6% Asia Pacific
GAM UK Equity Income Z Acc 5% UK Equity Income
Franklin UK Equity Income W Acc 5% UK Equity Income
Man GLG UK Income Professional Acc C 5% UK Equity Income
Vanguard U.K. Shrt-Term IG Bd Idx GBPAcc 5% Bonds
Vanguard FTSE U.K. Eq Inc Idx Acc 5% UK Equity Income
Royal London UK Equity Income Z GBP Inc 5% UK Equity Income
Threadneedle UK Eq Inc Ins Acc GBP 5% UK Equity Income
Aviva UK Listed Equity Income 2 £ Inc 5% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3-4 Portfolio 8.71 17.90 32.52 97.60
Composite Benchmark 9.38 20.55 36.79 97.71

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 3-4 Portfolio 13.13 -7.23 9.24 12.65 2.54 5.14
 

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 Sterling Corp Bond Fund 6% Investment Grade Bonds
L&G Asian Income C Acc 5% Asia Pacific
GBP Cash 4% Cash / Money Markets
GAM UK Equity Income Z Acc 4% UK Equity Income
Franklin UK Equity Income W Acc 4% UK Equity Income
Man GLG UK Income Professional Acc C 4% UK Equity Income
Vanguard U.K. Shrt-Term IG Bd Idx GBPAcc 4% Bonds
Vanguard FTSE U.K. Eq Inc Idx Acc 4% UK Equity Income
Royal London UK Equity Income Z GBP Inc 4% UK Equity Income
Aviva UK Listed Equity Income 2 £ Inc 3% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4 Portfolio 9.10 20.09 37.21 107.07
Composite Benchmark 9.79 22.36 40.26 106.14

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 4 Portfolio 13.86 -7.58 10.94 15.06 2.35 5.77
 

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 Sterling Corp Bond Fund 5% Investment Grade Bonds
Vanguard US Equity Index Acc 4% USA
L&G Asian Income C Acc 4% Asia Pacific
Fidelity Index US P Acc 4% USA
GBP Cash 4% Cash / Money Markets
Vanguard FTSE U.K. All Shr Idx UT Acc 3% UK
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
SVM UK Growth Instl 3% UK
Schroder Asian Income L GBP Acc 3% Asia Pacific
BlackRock UK Income X GBP Acc 3% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4-5 Portfolio 9.54 22.16 41.76 116.94
Composite Benchmark 10.43 24.82 45.13 117.65

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 4-5 Portfolio 14.84 -7.91 12.11 16.74 2.72 6.29
 

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 6% USA
Fidelity Index US P Acc 5% USA
L&G Short Dated Sterling Corp Bond Fund 4% Investment Grade Bonds
Vanguard FTSE U.K. All Shr Idx UT Acc 4% UK
SVM UK Growth Instl 4% UK
BlackRock UK Income X GBP Acc 3% UK Equity Income
iShares UK Equity Index (UK) D Acc 3% UK
Jupiter UK Special Situations I Acc 3% UK
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
Rathbone Income S Acc 3% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5 Portfolio 10.00 24.10 45.97 125.00
Composite Benchmark 10.85 26.65 48.87 126.34

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 5 Portfolio 15.63 -8.05 13.20 18.73 2.62 6.77
 

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
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
Threadneedle Glb EM Eq Inst Acc £ 3% Emerging Markets
iShares North American Eq Idx (UK) D Acc 3% USA
Schroder Asian Income L GBP Acc 3% Asia Pacific
JPM US Select C Net Acc 3% USA
SVM UK Growth Instl 3% UK
L&G Asian Income C Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5-6 Portfolio 10.03 24.57 46.80 125.48
Composite Benchmark 10.56 25.97 47.45 123.21

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 5-6 Portfolio 15.39 -8.08 14.10 20.09 1.77 6.99
 

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 5% USA
Threadneedle Glb EM Eq Inst Acc £ 4% Emerging Markets
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
Schroder Asian Income L GBP Acc 4% Asia Pacific
iShares North American Eq Idx (UK) D Acc 3% USA
JPM US Select C Net Acc 3% USA
GBP Cash 3% Cash / Money Markets
L&G Asian Income C Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6 Portfolio 10.16 25.26 48.18 127.28
Composite Benchmark 10.46 25.93 47.40 123.11

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 6 Portfolio 15.42 -8.09 14.80 21.34 1.21 7.21
 

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 7% UK
Threadneedle Glb EM Eq Inst Acc £ 5% Emerging Markets
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
L&G MID Cap Index C Acc 3% UK
Fidelity Instl South East Asia 3% Asia Pacific
iShares North American Eq Idx (UK) D Acc 3% USA
Aberdeen Asia Pacific Enhanced Index B Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6-7 Portfolio 10.07 25.51 48.45 126.46
Composite Benchmark 9.98 24.61 44.61 116.94

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 6-7 Portfolio 14.92 -8.14 15.89 22.81 0.07 7.43
 

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 7% UK
Threadneedle Glb EM Eq Inst Acc £ 6% Emerging Markets
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
Aberdeen Asia Pacific Enhanced Index B Acc 4% Asia Pacific
Schroder Instl Pacific I Acc 4% Asia Pacific
Stewart Inv Asia Pac Ldrs B Acc GBP 4% Asia Pacific
Fidelity Index Emerging Markets P Acc 4% Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7 Portfolio 9.98 25.76 48.72 125.63
Composite Benchmark 9.50 23.30 41.83 110.77

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 7 Portfolio 14.42 -8.20 16.97 24.27 -1.06 7.65
 

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 9% USA
Vanguard FTSE U.K. All Shr Idx UT Acc 8% UK
Threadneedle Glb EM Eq Inst Acc £ 7% Emerging Markets
Fidelity Instl South East Asia 6% Asia Pacific
Aberdeen Asia Pacific Enhanced Index B Acc 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
UBS Global Emerging Markets Equity C Acc 6% Emerging Markets
Fidelity Index Emerging Markets P Acc 6% Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7-8 Portfolio 9.53 24.88 46.51 120.37
Composite Benchmark 8.74 20.74 36.37 98.63

Discrete Performance

  YTD (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%) 2014 (%)
Risk 7-8 Portfolio 13.36 -8.29 17.73 24.69 -2.20 7.64
 

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 8% UK
Fidelity Instl South East Asia 7% Asia Pacific
Aberdeen Asia Pacific Enhanced Index B Acc 7% Asia Pacific
Schroder Instl Pacific I Acc 7% Asia Pacific
Stewart Inv Asia Pac Ldrs B Acc GBP 7% Asia Pacific
Schroder Asian Income L GBP Acc 7% Asia Pacific
Threadneedle Glb EM Eq Inst Acc £ 7% Emerging Markets
UBS Global Emerging Markets Equity C Acc 7% Emerging Markets
Fidelity Index Emerging Markets P 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 29/11/2019 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