Mountains

My Account

My Portfolio

Portfolios Grand Total £0.00

As at 01/01/1970. Please note that investment values fluctuate and the amount you would receive if you encash your holdings may be more or less than the value stated above.

Fund Split

The below illustrates the allocation of your portfolio between the Margetts funds.
 

Click on the sections of the chart to find out more about the fund.

Asset Allocation

The below illustrates how your overall Margetts portfolio is allocated across different stock markets and asset classes.

Click on the sections of the chart to find out more about the asset classes.

Underlying Investments

The table below provides a list of the current holdings in your portfolio as at and their current weighting.

Fund Name Allocation Value of Investment* Asset Class / Region


Your portfolio is actively managed and the allocation changes on a daily basis. The above information is only accurate as at .