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The Margetts Opes Income Fund is a fund-of-funds unit trust designed to deliver a combination of income and growth to a medium to long-term investor. The fund normally invests mostly into global equities but with a proportion into bonds too. It is a value-orientated portfolio that may use property or cash as well as equities and bonds to protect profits for investors. The level of yield is anticipated to be above that of the FTSE All-Share Index. The fund manager will exercise discretion, consideration and care in the construction of the portfolio in attempting to achieve the fund objectives.
Wayne Buttery Since 13-Jan-2003
Wayne Buttery has been managing investments for clients since 1988 and now brings the concept of continuously managing...
Toby Ricketts Since 14-Jan-2003
Toby joined Margetts in 1994. Toby is widely regarded as a leading professional in collective investment management,...
Wayne Buttery has been managing investments for clients since 1988 and now brings the concept of continuously managing portfolios to obtain a total return from the fund,...
Toby joined Margetts in 1994. Toby is widely regarded as a leading professional in collective investment management, being regularly profiled in the major financial...
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1 Sovereign Court, Graham Street, Birmingham, B1 3JR
0121 236 2330 (Fax Number)0121 236 2380 (Main Number)
Margetts Opes Growth Acc
Risk Score 71
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.
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