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You are here: Manager factsheet

Toby Ricketts
Margetts Fund Management
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Manager profile
Toby is the Chief Executive Officer of Margetts Fund Management Ltd having joined the company in 1994. Margetts led the development of multi-manager risk rated funds having launched their flagship range in the early 1990s which became a popular concept adopted by many investment houses subsequently. The Margetts Risk Rated funds and a number of third party mandates are managed by Toby and the Margetts investment team who also provide independent investment research relating to collective investment schemes and market commentary through the Margetts Research website. Toby also works with various independent financial advisers, networks and consultants to provide fund management advice and oversight as well as being a regular speaker on investment, market and related regulatory matters.
Total return for Toby Ricketts
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Toby Ricketts

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Toby Ricketts 8.1 -5.4 2.3 26.6 -10.6 2.5 -0.2 18.2 -3.3 10.8
Peer Group Composite 10.3 -4.3 5.0 25.6 -7.2 4.3 1.4 17.1 -2.9 10.8
Over / Under -2.2 -1.1 -2.7 1.0 -3.4 -1.8 -1.6 1.1 -0.4 0.0
Performance vs peer group composite: Toby Ricketts
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Margetts International Strategy Lead manager UT Global since Jan 01 2001 to present
Margetts Providence Strategy Lead manager UT Mixed Investment 20-60% Shares since Jan 01 2001 to present
Margetts Select Strategy Lead manager UT Mixed Investment 40-85% Shares since Jan 01 2001 to present
Margetts Venture Strategy Lead manager UT Flexible Investment since Jan 01 2001 to present
MGTS Future Money Dynamic Growth Co-managed UT Mixed Investment 40-85% Shares since Aug 01 2013 to present
MGTS Future Money Income Co-managed UT Mixed Investment 20-60% Shares since Aug 01 2013 to present
MGTS Future Money Real Growth Co-managed UT Mixed Investment 20-60% Shares since Aug 01 2013 to present
MGTS Future Money Real Value Co-managed UT Mixed Investment 20-60% Shares since Aug 01 2013 to present
MGTS Clarion Explorer Portfolio Lead manager UT Flexible Investment since Jan 02 2018 to present
MGTS Clarion Meridian Portfolio Lead manager UT Mixed Investment 40-85% Shares since Jan 02 2018 to present
MGTS Clarion Prudence Portfolio Lead manager UT Mixed Investment 20-60% Shares since Jan 02 2018 to present
MGTS Clarion Navigator Portfolio Lead manager UT Mixed Investment 40-85% Shares since May 11 2020 to present
Funds managed previously
Fund Periods
Margetts Opes Growth since Jan 14 2003 to Dec 09 2018
Margetts Opes Income since Jan 14 2003 to Dec 09 2018
MGTS Frontier Adventurous since May 01 2016 to fund close
MGTS Frontier Cautious since May 01 2016 to fund close
MGTS Sentinel Enterprise since Aug 22 2012 to Jun 30 2016
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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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