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), operated by Margetts Fund Management (MGTS) through the SIIION Funds which are managed by Sentinel Portfolio Management (Sentinel) and brings together specialist partner firms to meet the specific needs of investors. This is achieved through the MGTS SIIION Funds which benefit from:
- Unitisation: By gathering together investors increase their buying power and achieve consistency, whilst investment managers can focus more time and effort in meeting investor objectives from an efficient structure.
- Risk rated: Designed to provide cautious, balanced and adventurous options to meet investors' objectives and risk profiles.
- Multi asset: Driven by a broad range of asset types, 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 parties have been brought together to combine an expert advice and investment management solution, based on strong governance, use of technology and forward-thinking partnerships.
- Cost: Fund management and administration costs which are transparent and highly competitive, providing value to investors.
- Flexibility: Through unitisation, investors have more flexibility to access the same investment solution across various tax planning wrappers and not limited by size of investment. Investment managers have the flexibility to change the underlying investments focusing on the investment objective and not constrained by tax planning considerations.
It is strongly recommended that you receive professional financial advice before making any investment.
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.
About SIIIONMGTS 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 key 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