"Using the Margetts funds is a great way of consolidating investments within a tax efficient product"
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Risk Rated Reports


The Margetts reporting system can tailor and recommend a blend of our funds and illustrate how a portfolio will be constructed and managed.

Each of the Margetts Risk Rated ‘fund of funds’ has been designed around a risk profile. A strategic asset allocation has been set to match a risk profile illustrated by a number on a scale of one to ten, which matches the risk profile established in the risk reviewer. A combination of the funds can be used to create portfolios with a risk profile between 2-3 and 7-8.

To create a risk report you must be a registered adviser. Please login to the IFA Section and select Create Quick Risk Rated Report from the options provided.