This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

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.  


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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.