Scheduled Maintenance

We will be completing essential updates to this website which will take place from 08:45am on Monday 13th February and will take up to 30 minutes.
If you need to contact us, please call 0121 236 2380 during office hours or email
Apologies for any inconvenience caused.

Margetts Risk Rated Funds

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

I am a Financial Adviser

Only suitable for professional financial advisers and other professional financial intermediaries, our adviser site provides tools and resources aimed at professional advisers.

I am an Investor

Information about the Risk Rated Fund range and access to our investor portal, providing online access to information, including valuations and transactions.  

Looking for something else?

We provide services to other funds and offer a research and portfolio modelling service for intermediaries.  Please click on the below logos to change sites.