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 -11.06 -8.21 6.60 40.53
Composite Benchmark -1.76 2.85 21.02 53.65

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 2-3 Portfolio -14.43 13.72 -6.40 6.49 8.98 1.62
 

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 8% Investment Grade Bonds
Vanguard UK Shrt-Term IG Bd Idx GBP Acc 8% Bonds
Fidelity Short Dated Corprate Bond W Acc 7% Bonds
L&G Asian Income C Acc 7% Asia Pacific
GAM UK Equity Income Z 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
Franklin UK Equity Income W Acc 7% UK Equity Income
Vanguard FTSE U.K. Eq Inc Idx Acc 7% UK Equity Income
Threadneedle UK Eq Inc Ins Acc GBP 7% UK Equity Income
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Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3 Portfolio -8.63 -5.20 14.37 53.21
Composite Benchmark -0.75 5.08 27.82 66.58

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 3 Portfolio -12.27 14.97 -6.91 8.07 10.97 2.17
 

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
Royal London Sterling Credit Z Acc 6% Investment Grade Bonds
Vanguard UK Shrt-Term IG Bd Idx GBP Acc 5% Bonds
Fidelity Short Dated Corprate Bond W Acc 5% Bonds
GAM UK Equity Income Z 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
Franklin UK Equity Income W Acc 5% UK Equity Income
Vanguard FTSE U.K. Eq Inc Idx Acc 5% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 3-4 Portfolio -6.77 -2.77 20.69 63.25
Composite Benchmark 0.17 7.03 33.63 77.32

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 3-4 Portfolio -10.62 15.99 -7.23 9.24 12.65 2.54
 

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
Royal London Sterling Credit Z Acc 5% Investment Grade Bonds
Vanguard UK Shrt-Term IG Bd Idx GBP Acc 4% Bonds
Fidelity Short Dated Corprate Bond W Acc 4% Bonds
GAM UK Equity Income Z Acc 4% 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
Franklin UK Equity Income W Acc 3% UK Equity Income
Vanguard FTSE U.K. Eq Inc Idx Acc 3% UK Equity Income
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4 Portfolio -4.36 0.14 28.89 73.08
Composite Benchmark 0.87 8.30 37.80 84.81

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 4 Portfolio -8.41 16.83 -7.58 10.94 15.06 2.35
 

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 Sterling Corp Bond Fund 5% Investment Grade Bonds
Vanguard US Equity Index Acc 4% USA
Royal London Sterling Credit Z Acc 4% Investment Grade Bonds
L&G Asian Income C Acc 4% Asia Pacific
Fidelity Index US P Acc 4% USA
Fidelity European I Inc 3% Europe
GBP Cash 3% Cash / Money Markets
UBS Global Emerging Markets Equity C Acc 3% Emerging Markets
Fidelity Asia W Acc 3% Asia Pacific
Schroder Asian Income L GBP Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 4-5 Portfolio -2.49 2.57 35.21 83.12
Composite Benchmark 1.78 10.25 43.61 95.54

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 4-5 Portfolio -6.75 17.85 -7.91 12.11 16.74 2.72
 

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
Fidelity European I Inc 4% Europe
L&G Short Dated Sterling Corp Bond Fund 4% Investment Grade Bonds
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
SVM UK Growth Institutional 3% UK
Fidelity Asia W Acc 3% Asia Pacific
Jupiter UK Special Situations I Acc 3% UK
Schroder Asian Income L GBP Acc 3% Asia Pacific
GBP Cash 3% Cash / Money Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5 Portfolio -0.73 4.97 41.87 91.59
Composite Benchmark 2.68 11.94 48.55 104.04

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 5 Portfolio -5.15 18.70 -8.05 13.20 18.73 2.62
 

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
Vanguard US Equity Index Acc 7% USA
Fidelity Index US P Acc 5% USA
Fidelity European I Inc 5% Europe
Vanguard FTSE U.K. All Shr Idx UT Acc 4% UK
L&G MID Cap Index C Acc 4% UK
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
Fidelity Asia W Acc 4% Asia Pacific
Schroder Asian Income L GBP Acc 3% Asia Pacific
Threadneedle Glb EM Eq Inst Acc £ 3% Emerging Markets
Baillie Gifford Pacific B Acc 3% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 5-6 Portfolio 0.27 6.00 45.56 92.48
Composite Benchmark 2.53 11.28 47.06 100.75

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 5-6 Portfolio -4.16 18.56 -8.08 14.10 20.09 1.77
 

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
Vanguard FTSE U.K. All Shr Idx UT Acc 5% UK
Fidelity Index US P Acc 4% USA
L&G MID Cap Index C Acc 4% UK
Threadneedle Glb EM Eq Inst Acc £ 4% Emerging Markets
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
Fidelity Asia W Acc 4% Asia Pacific
Schroder Asian Income L GBP Acc 4% Asia Pacific
Fidelity European I Inc 4% Europe
GBP Cash 3% Cash / Money Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6 Portfolio 1.18 7.11 49.16 94.65
Composite Benchmark 2.67 11.30 47.34 100.67

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 6 Portfolio -3.27 18.66 -8.09 14.80 21.34 1.21
 

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 5% UK
Threadneedle Glb EM Eq Inst Acc £ 5% Emerging Markets
L&G MID Cap Index C Acc 5% UK
Fidelity Asia W Acc 4% Asia Pacific
UBS Global Emerging Markets Equity C Acc 4% Emerging Markets
Schroder Asian Income L GBP Acc 4% Asia Pacific
Fidelity Index US P Acc 4% USA
Fidelity European I Inc 3% Europe
GBP Cash 3% Cash / Money Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 6-7 Portfolio 2.26 8.06 52.95 94.25
Composite Benchmark 2.23 9.96 44.08 94.17

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 6-7 Portfolio -2.18 18.27 -8.14 15.89 22.81 0.07
 

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 6% UK
Threadneedle Glb EM Eq Inst Acc £ 6% Emerging Markets
L&G MID Cap Index C Acc 5% UK
Fidelity Asia W Acc 5% Asia Pacific
UBS Global Emerging Markets Equity C Acc 5% Emerging Markets
Schroder Asian Income L GBP Acc 5% Asia Pacific
Stewart Inv Asia Pac Ldrs B Acc GBP 5% Asia Pacific
Aberdeen Asia Pacific Enhanced Index B Acc 4% Asia Pacific
Fidelity Emerging Markets W Acc 4% Emerging Markets
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7 Portfolio 3.34 9.01 56.73 93.85
Composite Benchmark 1.78 8.61 40.83 87.67

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 7 Portfolio -1.08 17.88 -8.20 16.97 24.27 -1.06
 

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 8% USA
Threadneedle Glb EM Eq Inst Acc £ 7% Emerging Markets
Vanguard FTSE U.K. All Shr Idx UT Acc 7% UK
Stewart Inv Asia Pac Ldrs B Acc GBP 6% Asia Pacific
Fidelity Asia W Acc 6% Asia Pacific
UBS Global Emerging Markets Equity C Acc 6% Emerging Markets
Aberdeen Asia Pacific Enhanced Index B Acc 6% Asia Pacific
Fidelity Emerging Markets W Acc 6% Emerging Markets
Schroder Institutional Pacific I Acc 6% Asia Pacific
Schroder Asian Income L GBP Acc 6% Asia Pacific
+ Show More

Cumulative Performance

  1 Year
(%)
3 Years
(%)
5 Years
(%)
10 Years
(%)
Risk 7-8 Portfolio 3.68 8.69 57.11 88.71
Composite Benchmark 0.61 5.87 33.77 74.84

Discrete Performance

  YTD (%) 2019 (%) 2018 (%) 2017 (%) 2016 (%) 2015 (%)
Risk 7-8 Portfolio -0.65 16.91 -8.29 17.73 24.69 -2.20
 

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
Stewart Inv Asia Pac Ldrs B Acc GBP 8% Asia Pacific
Fidelity Asia W Acc 7% Asia Pacific
UBS Global Emerging Markets Equity C Acc 7% Emerging Markets
Aberdeen Asia Pacific Enhanced Index B Acc 7% Asia Pacific
Threadneedle Glb EM Eq Inst Acc £ 7% Emerging Markets
Fidelity Emerging Markets W Acc 7% Emerging Markets
Schroder Asian Income L GBP Acc 7% Asia Pacific
Schroder Institutional Pacific I Acc 7% Asia Pacific
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 30/10/2020 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