- Risk Rated Funds
Margetts award-winning Fund of Funds - Risk Profiler
Assess a client's willingness and ability to take risk - Risk Rated Reports
Create tailored reports - Fund Management Diary
A summary of this week's investment meeting
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View the Diary
The fund management team meet on a weekly basis to discuss the main global economic themes, discuss the investment strategy and analyse each of the funds and their underlying holdings. We provide a summary of these meetings in order that advisers and investors can keep up to date with the management of their investments, should they want to. The Margetts diaries document the comments and opinions only of the Margetts Fund Management team. The diaries are intended only for the use of professional financial advisers. They do not constitute advice or verified factual information. |