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Margetts Opes Growth Fund R Gbp Acc (0P0000XXIT)

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5.88 +0.03    +0.51%
14/06 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 18.52M
Type:  Fund
Market:  United Kingdom
Issuer:  Margetts Fund Management Limited
ISIN:  GB00B4XW1411 
Asset Class:  Equity
Margetts Opes Growth Fund R GBP Acc 5.88 +0.03 +0.51%

0P0000XXIT Overview

 
Find basic information about the Margetts Opes Growth Fund R Gbp Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XXIT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.18%
Prev. Close5.85
Risk Rating
TTM Yield0.22%
ROE23.02%
IssuerMargetts Fund Management Limited
TurnoverN/A
ROA9.35%
Inception DateDec 03, 2012
Total Assets18.52M
ExpensesN/A
Min. Investment1,000
Market Cap34.63B
CategoryGlobal Large - Cap Blend Equity
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1091 1036 1163 1099 1392 2168
Fund Return 9.13% 3.57% 16.35% 3.18% 6.83% 8.05%
Place in category 2152 1402 3385 4137 2908 1512
% in Category 29 21 55 87 82 75

Top Equity Funds by Margetts Fund Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Portfolio Retail Accumulation 4.95M 4.28 2.32 4.91
  Universal Portfolio Retail Income 2.19K 4.26 2.29 5.09
  Sentinel Universal Portfolio B Accu 89.23M 4.61 3.09 5.59
  Sentinel Universal Portfolio Class 1.45M 1.44 3.31 5.31
  MGTS Greystone Global Growth Fund R 77.75M 7.81 3.52 9.60

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investment Funds Global Brands Funz 21.51B 0.38 3.20 9.01
  MS Global Brands Fund AXg 21.51B -0.03 2.26 8.14
  MS Global Brands Fund Zg 21.51B 0.39 3.20 9.01
  Developed World Index Sub Fund FleA 22.58B 9.61 10.66 12.32
  Developed World Index Sub Fund Flex 22.58B 9.61 10.41 12.21

Top Holdings

Name ISIN Weight % Last Change %
  Polar Capital Global Insurance Fund I Acc IE00B5339C57 8.48 11.732 -0.01%
BlackRock European Dynamic FX Acc GB00BW9Z0V08 7.51 - -
  JPM US Select Fund C - Net Accumulation GB00B2Q5DR06 7.34 10.310 +0.59%
  Fidelity Index US Fund P Accumulation GB00BJS8SH10 7.25 4.51 +0.15%
  Xtrackers S&P 500 Equal Weight UCITS ETF 1C IE00BLNMYC90 7.02 88.10 -0.53%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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