Margetts

The Margetts name has been a feature of Birmingham business life, going back to the early years following the formation of the Birmingham Stock Exchange in 1845. Our long and rich family history has been a prominent feature throughout our growth, providing stability and long-term thinking. Our success is achieved through two operating divisions: Margetts Fund Management and MGTS. Margetts Fund Management specialise in Fund Management solutions, with over 30 years’ experience in managing risk rated multi-manager funds. Our active management techniques are designed to provide enhanced returns for the level of risk undertaken, allowing you to choose exactly the level of risk exposure based on your situation and the amount of time that you expect to hold the investment. Our core product, the funds, can be blended; or used independently to build a risk rated portfolio. To find out more, please visit: https://margetts.com/ MGTS is an Authorised Fund Manager to Unit Trusts and Authorised Corporate Director (ACD) to OEICs with over 20 years’ experience. As an Investment Management led ACD, our expertise allows us to work alongside third parties combining professional governance structures and management. We work every day towards ensuring that Margetts is the UK's most respected and trusted independent ACD, fostering a strong, collaborative relationship with our Sponsors, Investors and Advisers alike. To find out more, please visit: https://mgtsfunds.com/ * Margetts Fund Management Limited is authorised and regulated by the FCA (FRN: 208565). This information is provided for information only and must not be considered as investment advice. Investors should seek professional advice before making any investment. The value of investments and the income derived from them can fall as well as rise. Capital is at risk so investors may not get back everything initially invested. Past performance is no guarantee of future performance. Company Registration No. 04158249.