Margetts Providence Strategy Fund S GBP Acc

The Margetts Providence Strategy Fund seeks balanced growth and increasing income by investing primarily in a diverse range of regulated collective investment schemes. Its portfolio includes a mix of stocks, bonds, cash, and near-cash instruments across various economic sectors and geographic regions. Between 30% and 60% of the investments are in shares, while over half of the portfolio is denominated in Sterling or hedged to Sterling. The fund uses a long-term asset allocation approach, adjusting its investments as global market conditions change to achieve its growth and income objectives.