About Us

The company

Margetts is an independent specialist fund management firm with more than £2bn of assets under management. The Margetts Risk Rated funds were established between 1992 and 1995 and the firm’s ancestry has enjoyed a long and rich history which can be traced back to 1845.


Putting you first

We believe in treating customers fairly. We want you to be confident that you are dealing with a firm where the fair treatment of customers is central to our corporate culture.

Putting you first

The Investment and Risk Committees

Meet the people that play a key part in the management of investments at Margetts.

Meet the teams

Financial security

Margetts funds are either authorised unit trusts or OEICs. These regulated structures are regarded as one of the most secure within the UK market. Whilst an absolute guarantee cannot be provided, the level of security is very high. In the unlikely event of a failure, which causes a loss, Margetts are part of the Financial Services Compensation Scheme

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Awards and recognition

Our team approach and fund performance has attracted numerous professional awards and industry recognition.

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Investment philosophy

Our investment philosophy creates an overarching framework that guides the investment team.

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Terms of Business

The terms of business sets out our responsibilities to investors and your commitments to us.

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