Mountains

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. Alternatively, the funds are available through a range of wrap and platform accounts.

Platforms

Platforms allow investors to consolidate all their investments with different fund managers in different tax wrappers to one account.

Margetts funds are available on the following platforms, however they may not be available for all tax wrappers. We have provided the below guide, however we would recommend that you speak to the relevant platform company for up to date information.

Pensions and SIPPs

Specifically for pension and SIPP accounts, the following providers can be used to access the Margetts funds as well as the platforms above.

Offshore Bonds

Specifically for offshore bond wrappers, the following providers can be used to access the Margetts funds in addition to the platforms above.

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