What would you like us to do with the funds you've selected
Change Share Class?
Show group factsheets
Download factsheet PDF
Buy this fund via Trustnet Direct
Add to Basket
Follow this fund on
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
Since joining Margetts in 1994, Toby is the CEO of Margetts and is widely regarded as a leading professional in...
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,...
Since joining Margetts in 1994, Toby is the CEO of Margetts and is widely regarded as a leading professional in collective investment management, being regularly...
Top performing funds
Create a custom chart of this fund's performance
Check how your portfolios are currently performing
More performance charts
How does this fund compare against other funds in Flexible Investment?
Ranking is for the main unit within the sector
View other funds in this sector
FE Risk scores allow you to see how risky a fund is in comparison with the FTSE
Change the share class at the top of the page to see details of other share classes for this fund.
1 Sovereign Court, Graham Street, Birmingham, B1 3JR
0121 236 2330 (Fax Number)0121 236 2380 (Main Number)
Margetts Opes Income Acc
Risk Score 63.00
Learn more about FE Risk Scores
View all FE Risk Scores
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.
You are being transferred to our sister website, Trustnet Direct, where you will be able to complete this transaction.
Proceed to Trustnet Direct
Trustnet mobile website
13:00 | Monday, January 20, 2014
Authorised and Regulated by the Financial Conduct Authority
© Trustnet Limited 2015. All Rights Reserved.
Data supplied in conjunction with Thomson Financial Limited, London Stock Exchange
Plc, StructuredRetailProducts.com and ManorPark.com