MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the Sub-Fund is to provide long term growth and income through an active investment strategy which will include investments within higher risk/faster growth economies (when considered appropriate) using an activity managed portfolio. Investments will include exposure at any one time to equities, fixed interest investments, money market instruments, cash and property collective investment schemes (some of which may be unregulated). The Sub-Fund will invest globally and is expected to include significant exposure to Asia Pacific and Emerging Markets from time to time.

Fund Managers

Toby Ricketts

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.