Scheduled Maintenance

We will be completing essential updates to this website which will take place from 8:15am on Thursday 11th December 2025. We anticipate the updates will be completed by 9:00am.
If you need to contact us, please call 0121 236 2380 during office hours or email admin@margetts.com. 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.

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.