Learn more about our funds, including in-depth information about the current holdings, asset allocation and fund management team
Watch a video about risk or download our 'Lessons from History' document, view our Risk Explorer or Case Studies.
This page explores the depths of our investment process, which is built in layers and centres around a team approach, combining different skills and experience to increase overall capability.
Learn more about the current factors influencing the investment strategy and read updates from the portfolio management team.
This guide provides advisers and investors with illustrative information to help align expectations of the risks and rewards of investments with historic evidence.
Options that may affect the costs of your investment, tax implications and the way you can monitor your investments.
Get the latest prices and literature for our funds and value assessments
The Margetts name has been a feature of Birmingham business life going back to the early years following the formation of the Birmingham Stock Exchange in 1845. Our company is particularly proud to be able to continue this association, with our roots having been established from the Margetts & Addenbrooke stock broking partnership.
Learn more about the services we offer.
Our company values set out our beliefs and what matters to us, putting you at the centre of everything we do, in order to build a successful long term relationship.
Important policies such as acting to deliver good customer outcomes.Information about the financial security of our funds.Disclosures that provide important information such as the amount of capital we require and hold.
Meet our Executive Team and Board of Directors and find about more about them.
Discover how we are using our business to lead a global movement for a more inclusive, equitable, and regenerative economy.
Details of your current portfolio, including a valuation, breakdown of your holdings and your recent transactions and distruibutions
View valuations and risk rated reports
See which services are active
View details of your adviser
See who you are linked to
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.
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