Mountains

Margetts Fund Management

Welcome to Margetts Fund Management, a privately owned investment boutique, which specialises in managing risk rated multi-manager funds.

Our aim is to provide clients with an investment which will achieve their objectives.

The Margetts active management techniques are designed to provide superior returns for the level of risk undertaken and allow the client to choose exactly the level of risk exposure they require based on their situation and the amount of time they expect to hold the investment.

Our team approach and fund performance has attracted numerous professional awards, details of which can be found in the About Us section above.

New Charges on Margetts Risk Rated Fund Range

Margetts is pleased to announce that we have reduced the annual management charge on the R share class of the Margetts Risk Rated fund of funds to 0.695% per annum.

Risk Rated Funds

Our core product, four Risk Rated funds that can be blended together  or used independently to build a risk rated portfolio. This section provides current information on the funds and useful tools and other resources to help manage a client’s portfolio.

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Other Fund Ranges

Margetts is the Authorised Corporate Director to a number of other fund ranges.  This section provides information on the funds or links to the appropriate third party websites.

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