Investment
Funds
A unique fund solution designed to deliver the best of all worlds.
Investments Redefined
Siraco Investments (Siraco) provides a service-led proposition created by Ocaris Wealth Management (Ocaris). The proposition brings together specialist partner firms to meet the needs of investors through the MGTS SIIION Funds, which are operated by Margetts Fund Management (MGTS) as Authorised Corporate Director and managed by Sentinel Portfolio Management (Sentinel). Three key features of the funds are:
- Unitisation: By bringing investors together within a unitised structure, buying power can be increased and greater consistency achieved, whilst investment managers can focus their time and expertise on meeting investor objectives within an efficient structure.
- Risk rated: Designed to provide cautious, balanced and adventurous options to meet investors' objectives and risk profiles.
- Multi asset: Diversified across a broad range of asset classes, sectors and geographical regions.
Capital is at risk. Investments and derived income can fall as well as rise and you may get back less than you invested.
Get in TouchGuiding Principles
The SIIION proposition operates around III pillars that strive to deliver excellent investor outcomes:
- Service: Independent specialist firms have been brought together to combine expert financial advice and investment management, supported by robust governance, technology and forward-thinking partnerships
- Cost: Fund management and administration costs are transparent and competitive, with a focus on delivering value to investors.
- Flexibility: Through unitisation, investors have greater flexibility to access the same investment solution across a range of tax-planning wrappers, without being constrained by the size of their investment. Investment managers also have the flexibility to change underlying investments with a focus on the investment objective, rather than being constrained by individual tax-planning considerations.
- We strongly recommend seeking professional financial advice before making any investment decision.
- The above provides general benefits of unitisation and does not imply that this solution is the most tax effective solution for your personal circumstances, nor does it imply that all taxes can be mitigated.
MGTS SIIION Range
The MGTS SIIION funds are operated by Margetts Fund Management Ltd. A monthly fact sheet for each fund can be found below. A full prospectus and relevant investor information document can be provided upon request.
Capital is at risk. Investments and derived income can fall as well as rise and you may get back less than invested.
Price: £
Price: £
Price: £
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."Robert Kiyosaki
Contact SIIION
We would love to hear from you with any questions or feedback that you may have.
Get In Touch