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OMW Margetts Sentinel Universal

4 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To provide capital growth from a portfolio of investments.

Fund Manager ( Underlying )

Simon Evan-Cook




Primary Asset Class

Fund Size

GBP 1.32m as at 30-Jun-2017

Unit Name

OMW Margetts Sentinel Universal





Initial Charge


Unit Currency




Annual Charge



GBX 159.30


GBX 167.60

Change (Offer)

0.20 (0.13%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 5.15 2.25 4.39 11.55 26.33 47.50
Sector 5.82 3.37 4.95 11.06 24.55 48.39

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 12.14 3.21 3.40 12.93 7.27
Sector 11.82 2.12 4.33 12.33 9.37

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities, UK Equity Income Equities 27.09
Bonds 19.40
Specialist 17.87
Other Equities, Other Holdings Equities 7.29
Cash / Money Markets 7.15
Europe Equities 5.33
Property 5.26
Japan Equities 4.99
USA Equities 2.92
Emerging Markets Equities 2.70

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Bonds, Other Holdings, Property, Specialist 44.05
UK, UK Equity Income 27.09
Cash / Money Markets 7.15
Other 5.77
Europe 5.33
Japan 4.99
USA 2.92
Emerging Markets 2.70

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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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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