Risk Rated Funds

The Funds

Our range of four risk rated fund of funds are the building blocks of a risk rated portfolio. They have been designed for advisers looking to outsource part or all of their fund management process to professional fund managers.

view more


Our Risk Profiler tackles both ability to take risk (capacity for loss) and willingness to take risk separately, with feedback to promote discussion.

view more

Why Margetts

Our range of risk rated fund of funds have won numerous awards and are managed by an investment team with over a decade’s experience of working together. Alongside the funds, our tools can be used to tailor a portfolio to clients’ individual needs.

view more

Our Approach

Margetts Investment Process is built in layers, creating depth to ensure objectivity, greater understanding and better analysis.

view more

How to Invest

The Margetts Risk Rated funds can be purchased directly from Margetts by completing our application form as either a straightforward unit trust investment or as an ISA investment.

view more

Risk Explorer

Explore how a portfolio changes according to its risk profile in our dynamic page. The blend, performance, asset allocation and underlying holdings are illustrated using current portfolio information.

view more