Get the latest prices and literature for our funds and value assessments
Options that may affect the costs of your investment, tax implications and the way you can monitor your investments.
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 company is particularly proud to be able to continue this association, with our roots having been established from the Margetts & Addenbrooke stock broking partnership.
Learn more about the services we offer.
Our company values set out our beliefs and what matters to us, putting you at the centre of everything we do, in order to build a successful long term relationship.
Important policies such as acting to deliver good customer outcomes.Information about the financial security of our funds.Disclosures that provide important information such as the amount of capital we require and hold.
Meet our Executive Team and Board of Directors and find about more about them.
Discover how we are using our business to lead a global movement for a more inclusive, equitable, and regenerative economy.
All UK UCITS and NURS funds must have a authorised corporate director, which provides the framework and governance to operate collective investment schemes.
The role of the transfer agent is to record and manage the register of investors in a collective investment scheme.
Investment Operations covers a wide range of services from Fund Accounting, NAV Construction and Risk Management
Information regarding our Fund Management Services
Details of your current portfolio, including a valuation, breakdown of your holdings and your recent transactions and distruibutions
View valuations and risk rated reports
See which services are active
View details of your adviser
See who you are linked to
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.
Register an account
