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Risk Rated Funds

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Margetts Risk Rated Portfolio Service

The Margetts Risk Rated Range of four funds have been designed for advisers looking to outsource part or all of their fund management process to professional fund managers. Each of the Margetts Risk Rated funds has a fixed risk rating, which the managers focus on when setting the asset allocation and selecting underlying investments.
Investors can utilise the risk rated portfolio service to match their risk profile by using a combination of Margetts Risk Rated funds in one portfolio. Our tools allow advisers to tailor a portfolio to clients' individual needs.
 
Margetts Investment Tools
Margetts has developed tools to aid the investment process and help advisers ensure that their clients benefit from a complete solution. We have developed the following five steps to help you set up and manage a Margetts Risk Rated portfolio.
 
Establish Clients Risk Profile
Margetts believe that when establishing or reviewing a portfolio an investor's most important decision is how much risk they can afford and are willing to take in order to achieve their objectives. The risk profile will determine the expected returns of the portfolio.
 
Illustrate the Risk Rated Strategy
Margetts' reporting system can tailor and recommend a blend of our funds and illustrate how the portfolio will look and be managed.
 
Suitability Letter for Recommendation
Margetts has teamed up with ThreeSixty, a national compliance firm. As part of this partnership, ThreeSixty have created a