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My investments in Margetts fund management have performed badly for 2 years should I move?

19 October 2021

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Question by Paul

My investments in Margetts fund management have performed badly for 2 years should I move, what do you think of Margetts.


Answered by Joshua Gerstler

Hi Paul,

Thanks for your question.

Performed badly would mean different things to different people. For example for some it could be that the performance has been negative and for others it could be that it has underperformed a benchmark. What does it mean for you?

I ran a quick search and found over 40 funds under the Margetts Fund Management group. For those of which I could see data, they had all made money over a one year, three year and five year timeframe.

Perhaps I need to understand a bit more about what you are hoping for from your funds so that I can let you know if a switch may be worthwhile.

Feel free to get in touch so that we can discuss.

Thanks

Josh

Answered by

Joshua Gerstler

Chartered Financial Planner

I have been working in Financial Services for over 16 years. I started out at Deloitte where I trained and qualified as a Chartered Accountant before moving to Financial Advice/Planning at The Orchard Practice in 2011.