Mountains

Margetts for Investors

Create a portfolio to meet
your objectives and risk
profile using Margetts’
award winning funds.

This website is designed to provide information about the four Margetts Risk Rated funds. Each fund has a set risk profile and can be used independently or combined to create an investment portfolio that matches your needs and risk profile.

Our aim is to provide you with an investment which will achieve your objectives. Margetts utilise active management techniques designed to provide superior returns for the level of risk undertaken and allow you to choose the level of risk exposure you require based on your situation and the amount of time you expect to hold the investment.

Our Fund Management expertise is used to build portfolios with the confidence provided by the extensive resources of an experienced and qualified fund management team. Our performance has attracted professional acclaim, winning numerous awards for investment management over the years.

Margetts Fund Management is a privately owned investment boutique, specialising in managing risk rated funds. Our rich history can be traced back to 1845 and the name remains synonymous with high levels of service and innovation.

Investor Tools