Mountains

Why Margetts?

Our range of risk rated fund of funds have been designed for advisers looking to outsource part or all of their fund management process to professional fund managers. Alongside the funds, our tools can be used to tailor a portfolio to clients individual needs.

We believe that this process aids both adviser and investor when consolidating their portfolios, providing a clear picture of their overall strategy.

We believe that financial planning and investment management are both full time roles and that by using the Margetts Risk Rated Portfolio service, information can flow more efficiently, giving advisers more time to concentrate on planning for a client’s future needs.

Service

Our small adviser focused support team are dedicated to understanding and meeting the needs of financial advisers.

Track Record

The Risk Rated funds were established between 1992 and 1995, making Margetts one of the most established fund of fund managers in the UK.

Award Winning

We have attracted numerous awards and acknowledgement for our fund performance and our investment process has received four diamonds from Defaqto.

Risk Rated

The four funds are the building blocks of a risk rated portfolio. When combined, a flexible portfolio can be tailored to investor needs.

Expert Investment Team

The investment team specialise in managing portfolios' asset allocation to add value through the investment cycle. The three main managers have shared more than a decade working together.

Meet the team

Investment Process

Our overarching investment philosophy and disciplined process provide effective risk controls to ensure that the portfolios meet their objectives.

Active Allocation

The investment team tactically adjust the allocation to take advantage of the investment and economic cycles and will react to current conditions to add value to investor portfolios.

Manager Selection

Our analysts specialise in assessing fund managers to identify how they will perform in different situations. Combining this analysis with a deep understanding of portfolio construction, the team create highly diversified portfolios.

Adviser Charging Facilitation

The ability to facilitate adviser charging allows advisers to charge fees to an investors' portfolio without the need or expense of a platform.

Competitive Charging

We are committed to lowering the charges of our funds to share the benefits of scale with investors. As a multi-manager we are able to access lower cost funds than those available to retail investors.

Click here to download a PDF of the Why Invest Chart.