Scheduled Maintenance

We will be completing essential updates to this website which will take place from 8:15am on Wednesday 1st 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.

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.

What We Believe In

Skill, Care and Diligence


What We Do

Welcome to Margetts Fund Management.  We specialise in managing risk rated multi-manager funds. Our active management techniques are designed to provide superior returns for the level of risk undertaken and allowing you to choose exactly the level of risk exposure based on your situation and the amount of time that you expect to hold the investment. Your investment may go up or down and you may not get back everything you initially invest. 

Our core product, the funds, can be blended together; or used independently to build a risk rated portfolio.


Who We Are

We are a privately owned investment boutique and our aim is to provide you with an investment which will achieve your objectives.

We have a long and rich family history, which has been a prominent feature throughout.  This provides stability and long term thinking.  Professional governance structures and management combine to prove a successful business with a heart.

Our company values set out our beliefs and what matters to us in order to build a successful long term relationship with you.  

The Funds

We designed and launched four risk rated funds between 1992 and 1995.  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. 

Our approach has remained largely constant ever since, providing investors with a long term service, which allows you to focus on your situation and the level of risk that you are willing and able to take.

Past performance is no guarantee of future performance. 

Download Our Brochure

for information on the risk rated funds