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Contact

Address

Siraco Investments
The Studio
Ferndown Forest Golf Club
Forest Links Road
Ferndown, Dorset
BH22 9PH

Investment Solutions
Reimagined

Unique fund solutions 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 RIIISR Funds which are managed by Brooks Macdonald Asset Management (Brooks) and brings together specialist partner firms to meet the specific needs of investors. This is achieved through the MGTS RIIISR 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.  
  • Building Block: Designed to provide defensive and growth options giving the flexibility to blend these funds together to meet specific 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. 

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Guiding Principles

The RIIISR funds operate 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 RIIISR
01

Partnership

Industry Experience

The SIraco proposition is designed to combine independent financial advice from Ocaris and outsourced independent fund management. Harnessing decades of industry experience to provide a unitised solution designed to meet the needs of investors through the use of funds operated by MGTS who are an independent Authorised Corporate Director (ACD).

02

Integrity

Transparency

One of the three pillars that that make up the guiding principles is transparency. At the center of the Siraco proposition is a range of FCA authorised retail funds operated by MGTS. The MGTS RIIISR Funds provide transparent and competitive costs and public information shared by all investors.

03

Reliability

Service

The Siraco proposition is based on a refined service that combines professional and personal financial planning with the technology of Ocaris to deliver a premium and efficient service around independently operated funds that have been designed to meet the needs of investors.

04

Trust

Robust Governance

At the centre of the Siraco proposition are the MGTS RIIISR funds, which have been developed with MGTS specifically for this proposition and its investors. MGTS have independent oversight responsibilities for the funds and a separate duty to all investors invested in the funds. The funds have been designed to meet the needs of Ocaris and its clients, who will review and assess the performance of all parties including MGTS.

05

Value

Service Fees

Ocaris financial planning advice and service is optional and provided independently from the funds.The cost of any advice and ongoing service will be charged separately to any charges paid from the fund, although this may be facilitated by MGTS. Clients can terminate their fee's at any point.

MGTS RIIISR Range

The MGTS RIIISR 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. 

"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

About RIIISR

Utilising the expertise of recognised experts in their fields, RIIISR works with best of breed partners to deliver compelling investment solutions.

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