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See Margetts Greystone Cautious Managed fund as a life fund
See underlying Margetts Greystone Cautious Managed fund

Alico Margetts GWM Cautious Pn

Underlying Fund

Margetts Greystone Cautious Managed

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To deliver a high income with the potential for capital growth whilst outperforming the sector average and cash over arolling three year period.

Domicile

United Kingdom

Sector

Specialist

Currency

GBP

Primary Asset Class

Mixed Asset

Fund Size

GBP 0.00m as at 30-Dec-2011

Downloads ( Underlying )

Unit Name

Alico Margetts GWM Cautious Pn

Inc/Acc

Accumulating 

Citicode

Q822

Initial Charge

0.00%

Unit Currency

GBP 

ISIN

 

Annual Charge

n/a

Bid

GBP 1.34

Offer

GBP 1.41

Change (Offer)

0.00 (0.29%)
19-Jun-2013

Unit LaunchDate

06-Dec-2005

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 3.97 -2.27 4.62 11.99 18.86 33.60
Sector 6.47 -0.51 6.60 12.18 17.54 25.72
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 12.13 -3.37 6.46 9.54 -0.39
Sector 7.66 -4.19 9.25 19.75 -17.04

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
Global Fixed Interest 31.00
International Equities 28.00
UK Equities 27.00
Alternative Assets 10.00
Money Market 4.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Not Specified 41.00
International 28.00
UK 27.00
Money Market 4.00

Sector Breakdown ( Underlying )

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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