Scheduled Maintenance

We will be completing essential upgrades to this website on Thursday 24th October between 07:00am and 10:00am. During this period, you might experience intermittent disruptions on the website, we do apologies for the inconvenience.
If you need to contact us, please call 0121 236 2380 during office hours or email admin@margetts.com. 

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.

The Funds

The Risk Rated funds are actively managed and can be used independently or combined with each other to create an actively managed portfolio with a specific risk profile to meet investors' requirements.

The following page provides in-depth information and literature on each of the funds, which can be selected below.  

  1. Overview
  2. Allocation and Holdings
  3. Performance
  4. Management
  5. Objectives and Policy
  6. Costs and Charges
  7. Literature and Prices
  8. Target Market

Please refer to the prospectus for full terms.

If you require this data in another format, please contact us.