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The objective of the Margetts Opes Income Fund is to provide a total return to the investor through income distributions and capital growth over the medium and longer term. This will be achieved through a diversified portfolio of UCITS schemes and non-UCITS schemes (that have the same characteristics and restrictions as a UCITS schemes) that invest in equity, equity linked and fixed interest securities or money market funds from anywhere around the world but expected to be predominantly UK funds. The Manager will be able to select any economic sector in any geographic area at any given time.
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...
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1 Sovereign Court, Graham Street, Birmingham, B1 3JR
0121 236 2330 (Fax Number)0345 607 6808 (Main Number)
Margetts Opes Income R Acc
Risk Score 68.00
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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 Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.
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