Skill

We will act with skill, building knowledge and experience through regular training and continuous professional development

Care

We will take care to protect your investments though our culture, systems, controls and governance

Diligence

We will be diligent, taking the time and using resources to be thorough and comprehensive

This site provides information about the Margetts Risk Rated Funds. Managed by the Margetts investment team, each fund is built in layers, allocating between asset classes and making investment selections according to the current environment and each fund's risk profile.

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This site provides information about our hosted funds and host ACD services. Managed by third-party investment managers, we act as the Authorised Corporate Director (ACD) responsible for governance and administration, including oversight of the investment management. Funds include multi-manager, direct equity, mixed investments, derivatives, and property.

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