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Mgts Sentinel Universal Portfolio Retail Accumulation (0P0000GH7K)

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2.39 +0.01    +0.38%
12/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 5.01M
Type:  Fund
Market:  United Kingdom
Issuer:  Margetts Fund Management Limited
ISIN:  GB00B2Q46G71 
Asset Class:  Equity
Sentinel Universal Portfolio Retail Accumulation 2.39 +0.01 +0.38%

0P0000GH7K Overview

 
Find basic information about the Mgts Sentinel Universal Portfolio Retail Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000GH7K MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.33%
Prev. Close2.38
Risk Rating
TTM Yield0.79%
ROE18.11%
IssuerMargetts Fund Management Limited
TurnoverN/A
ROA6.30%
Inception DateMay 01, 2008
Total Assets5.01M
Expenses1.55%
Min. Investment3,000
Market Cap28.36B
CategoryGBP Moderately Adventurous Allocation
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Mgts Sentinel Universal Portfolio Retail Accumulation Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1079 1014 1165 1063 1193 1667
Fund Return 7.93% 1.39% 16.49% 2.07% 3.59% 5.24%
Place in category 516 551 628 625 774 373
% in Category 45 45 53 55 81 67

Top Equity Funds by Sentinel Portfolio Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Universal Portfolio Retail Income 20.6K 7.91 2.04 5.44
  Sentinel Universal Portfolio B Accu 97.15M 8.37 3.15 5.85
  Sentinel Universal Portfolio Class 1.29M 1.44 3.31 5.31
  MGTS Greystone Global Growth Fund R 76.63M 9.63 0.91 9.23
  Cautious Managed Fund R Acc 43.42M 6.18 -0.58 3.51

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Portfolio S-Class Accumulation 2.84B 4.93 2.48 6.05
  Growth Portfolio S-Class Income 413.95M 4.93 2.48 6.07
  Allianz RiskMaster Moderate Multi c 6.99M 8.38 2.53 5.06
  Allianz RiskMaster Moderate Multi A 3.39M 8.45 2.57 5.15
  Multi Asset Fund IV R3 GBP Acc 1.19B 10.80 5.33 7.23

Top Holdings

Name ISIN Weight % Last Change %
WS Lightman European I Acc GB00BGPFJM62 7.21 - -
TM Redwheel UK Eq Inc S Acc GB00BG342B59 6.28 - -
Artemis SmartGARP Glb EM Eq I Acc GBP GB00BW9HL132 6.18 - -
  Goldman Sachs Japan Equity Partners Portfolio I Ac LU1220104142 6.14 26.440 -0.23%
L&G Global Infrastructure Index C Acc GB00BF0TZL74 6.08 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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