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Manager factsheet
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Manager profile
Tony joined Margetts in 2025, bringing with him over 40 years of experience in the investment management industry. Over the course of his career, he has successfully managed both private client portfolios and funds. Before joining Margetts, Tony spent six and a half years at Beckett Asset Management, where he played a key role in launching the firm’s Blenheim Funds range as co-manager. Earlier in his career, he also worked as a consultant to the investment management industry, sharing his expertise to support firms with strategic insights and guidance. A keen follower of global investment markets, Tony holds the Investment Management Certificate from the Institute of Investment Management and Research and is a Chartered Member of the Chartered Institute for Securities and Investment (CISI).
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Annualised total return over 16 years |
+5.5% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Tony Yousefian |
12.5 |
25.6 |
21.8 |
- |
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Peer Group Composite
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11.8 |
28.6 |
22.2 |
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- |
| Over / Under |
0.7 |
-3.0 |
-0.4 |
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- |
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Total return for Tony Yousefian
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Discrete calendar year performance : Tony Yousefian
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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