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Margetts Select Strategy R GBP Acc

Price: 704.41p|Change: 0 (0%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)53 GBP (27/02/2026)
Fund size (mil)109 GBP (27/02/2026)
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit

Top 10 holdings

Assets in top 10 holdings %75.11
Total number of equity holdings0
Total number of bond holdings0
Holdings 31/03/2026% of assets
iShares UK Equity Index (UK) D Acc13.53
BlackRock UK Equity I Acc11.18
GS Acs UK Glt 1-10 Yrs ETF CLG BP Dist9.17
L&G UK Mid Cap Index C Acc8.57
Schroder Income L GBP Acc6.78
UBS Global Emerging Markets Equity C Acc6.04
Vanguard U.S. Eq Idx Ins Pl £ Acc5.89
abrdn Asia Pacific Equity Enh Idx BAcc4.81
Royal London Sterling Credit Z Acc4.58
L&G Short Dated £ Corporate Bd Idx C Acc4.57