Mountains

About Us

The Company

Margetts is an independent specialist fund management firm with approximately £2Bn of assets under management. Margetts Fund Management Ltd was established in 2000, however the firm’s ancestry has enjoyed a long and rich history which can be traced back to 1845.

The company provides fund management and other fund services. Our core product is the Margetts Risk Rated fund range, which dates back to 1995. More recently we have partnered with other professional firms to create third party fund ranges with specific objectives to meet their clients’ needs.

Ancestry

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

Our Management

Tim Ricketts, the current Margetts Executive Chairman started with the firm in 1985 and was joined by his son Toby Ricketts in 1994. Toby is the current Chief Executive Officer and lead fund manager of the Risk Rated fund range.

The remaining members of the executive committee joined the firm in the following years with the most recent executive director joining the firm in 2004. This has provided stability and consistency and a high level of expertise in managing investments.

Our Management

Financial Security

Margetts funds are either 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. Further information about Financial Security.

Financial Security