Scheduled Maintenance

We need to provide an essential update to the website which will take place at 8:30am on Wednesday 15th June 2021. The site will be unavailable for a few minutes.
If you need to contact us in the meantime, please call 0121 236 2380. 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 Do

Fund Management

Our range of four risk rated fund of funds are the building blocks of a risk rated portfolio. The funds can be used independently or can be combined with each other to create an actively managed portfolio. Past performance is no guarantee of future performance. The value of investments and the income derived from them can fall as well as rise and investors may get back less than they invested.

The funds are designed to meet a wide range of needs for a wide variety of investors.  They allow you to choose the risk that you are able and want to take, with the fund management team actively managing your investment.  You should receive professional advice and read fund documentation carefully before making any investment.

The Funds

Investment Services

We are the Authorised Fund Manager / Authorised Corporate Director to Margetts and MGTS funds, we carry ultimate responsibility for the management of these investments. Our corporate governance is designed to provide layers of management and oversight through committees. Our values are central to everything we do and are designed to ensure that the investor is at the centre of our operations, that information is safe and secure, and investments are subject to rigorous regulatory protection.

We provide various governance and operational services linked to managing collective investment schemes.  Our regulatory permissions cover establishing, operating and winding-up Collective Investment Schemes ("funds").