Margetts Fund Management is a privately owned investment boutique, specialising in managing risk-rated multi-manager funds.
The Margetts Risk Rated portfolio service consists of four funds, designed for advisers aiming to outsource part or all of their fund management process to a fund manager. Each of these funds has a fixed risk rating, which managers can focus on when setting asset allocation and choosing underlying investments.
The funds are available directly from Margetts as an ISA, a unit trust investment or via a range of wrap platforms. Additionally, the funds are available through some pension and SIPP accounts and offshore bond wrappers.
At present Margetts has over £1bn of assets under management.