- Risk Rated Funds
Margetts award-winning Fund of Funds
- Risk Profiler
Assess a client's willingness and ability to take risk
- Risk Rated Reports
Create tailored reports
- Fund Management Diary
A summary of this week's investment meeting
For large investors with specific needs, our fund of funds range may not be entirely appropriate. Margetts are able to offer you an alternative; managing a bespoke portfolio in a similar style to our fund of funds and utilising the skills of specialist fund managers from numerous top investment firms in the world in order to create a portfolio of collective investment schemes diversified over multiple asset classes and geographical locations.
To find out more details about this service please call 0121 236 2380.