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

Margetts is an independent specialist in fund management solutions, with a focus on technology to drive efficiency and provide bespoke solutions. As an Investment Management led ACD, our expertise allows us to work alongside third parties combining professional governance structures and management to demonstrate a successful business with a heart. 

Our long and rich family history has been a prominent feature throughout our growth which provides stability and long term thinking.  We work every day towards ensuring that Margetts is the UK's most respected and trusted independent ACD and it is our mission as a privately owned investment manager, to provide investments that achieve their objectives and provide value for investors. 

Please note that capital is at risk. Investors should seek professional advice before making any investment.

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