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Invest in Margetts Fund Management funds

No initial dealing fees on a great range of Margetts Fund Management funds. Find out more

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Margetts Fund Management funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Margetts Fund Management funds

1Choose funds that match your investment goals

2 you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

  • Free to buy and sell funds with a low cost reinvestment service
  • Exclusive expert analysis and research updates
  • We’re a financially secure FTSE-listed company
  • Market beating savings and low annual charge of just 0.45%, more on charges

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

  • Tax free growth on your investments
  • Invest up to £20,000 this tax year
  • Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

  • Free to hold shares and low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

  • Up to 45% income tax relief
  • Access money from age 55: 25% tax free
  • Voted best SIPP provider 9 years running

Open a SIPP

More on pensions


Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds


Full list of Margetts Fund Management funds

Net initial chargeAnnual chargeGo to
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
Margetts Providence Strategy (Class R) (Acc) 0.00% 1.22% 0.00% 1.22% View factsheet for Margetts Providence Strategy (Class R) (Acc) Invest in Margetts Providence Strategy (Class R) (Acc)
Margetts Opes Growth Class R (Acc) 0.00% 1.43% 0.00% 1.43% View factsheet for Margetts Opes Growth Class R (Acc) Invest in Margetts Opes Growth Class R (Acc)
Margetts Sentinel Enterprise Portfolio (B) (Inc) 0.00% 0.85% 0.00% 0.85% View factsheet for Margetts Sentinel Enterprise Portfolio (B) (Inc) Invest in Margetts Sentinel Enterprise Portfolio (B) (Inc)
Margetts Venture Strategy Class R (Acc) 0.00% 1.35% 0.00% 1.35% View factsheet for Margetts Venture Strategy Class R (Acc) Invest in Margetts Venture Strategy Class R (Acc)
Margetts Sentinel Enterprise Portfolio (B) (Acc) 0.00% 0.85% 0.00% 0.85% View factsheet for Margetts Sentinel Enterprise Portfolio (B) (Acc) Invest in Margetts Sentinel Enterprise Portfolio (B) (Acc)
Margetts Providence Strategy (Class R) (Inc) 0.00% 1.22% 0.00% 1.22% View factsheet for Margetts Providence Strategy (Class R) (Inc) Invest in Margetts Providence Strategy (Class R) (Inc)
Margetts Opes Income Class R (Inc) 0.00% 1.28% 0.00% 1.28% View factsheet for Margetts Opes Income Class R (Inc) Invest in Margetts Opes Income Class R (Inc)
Margetts International Strategy Class R (Acc) 0.00% 1.27% 0.00% 1.27% View factsheet for Margetts International Strategy Class R (Acc) Invest in Margetts International Strategy Class R (Acc)
Margetts Select Strategy Class R (Acc) 0.00% 1.22% 0.00% 1.22% View factsheet for Margetts Select Strategy Class R (Acc) Invest in Margetts Select Strategy Class R (Acc)
Margetts Opes Income Class R (Acc) 0.00% 1.28% 0.00% 1.28% View factsheet for Margetts Opes Income Class R (Acc) Invest in Margetts Opes Income Class R (Acc)
MGTS AFH Tactical Core (Inc) 0.00% 0.83% 0.00% 0.83% View factsheet for MGTS AFH Tactical Core (Inc) Invest in MGTS AFH Tactical Core (Inc)
MGTS AFH Tactical Core (Acc) 0.00% 0.83% 0.00% 0.83% View factsheet for MGTS AFH Tactical Core (Acc) Invest in MGTS AFH Tactical Core (Acc)
MGTS St Johns High Income Property (Inc) 0.00% 1.40% 0.00% 1.40% View factsheet for MGTS St Johns High Income Property (Inc) Invest in MGTS St Johns High Income Property (Inc)
MGTS Clarion Meridian Portfolio (Class P) (Acc) 0.00% 1.05% 0.00% 1.05% View factsheet for MGTS Clarion Meridian Portfolio (Class P) (Acc) Invest in MGTS Clarion Meridian Portfolio (Class P) (Acc)
MGTS Clarion Explorer Portfolio (Class P) (Acc) 0.00% 1.07% 0.00% 1.07% View factsheet for MGTS Clarion Explorer Portfolio (Class P) (Acc) Invest in MGTS Clarion Explorer Portfolio (Class P) (Acc)
MGTS Clarion Prudence Portfolio (Class P) (Acc) 0.00% 1.07% 0.00% 1.07% View factsheet for MGTS Clarion Prudence Portfolio (Class P) (Acc) Invest in MGTS Clarion Prudence Portfolio (Class P) (Acc)
MGTS IDAD Future Wealth (Class A) (Acc) 0.00% 1.00% 0.00% 1.00% View factsheet for MGTS IDAD Future Wealth (Class A) (Acc) Invest in MGTS IDAD Future Wealth (Class A) (Acc)
Margetts Sentinel Income Portfolio (B) (Acc) 0.00% 1.18% 0.00% 1.18% View factsheet for Margetts Sentinel Income Portfolio (B) (Acc) Invest in Margetts Sentinel Income Portfolio (B) (Acc)
Margetts Sentinel Growth Portfolio (B) (Acc) 0.00% 0.88% 0.00% 0.88% View factsheet for Margetts Sentinel Growth Portfolio (B) (Acc) Invest in Margetts Sentinel Growth Portfolio (B) (Acc)
Key Wealth Shortlist Wealth Shortlist fund

Popular funds by fund group