ASPIM Growth
It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service.
Multi-asset funds
Our multi-asset fund range consists of three risk profiled funds designed to blend the strengths of our ASPIM Growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt. The funds are managed using the same investment strategy as our model portfolios.
Atlantic House Investments is the Investment Adviser for the funds. The Authorised Corporate Director (ACD) is Margetts Fund Management.
Key benefits
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3 actively managed funds
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Multi asset approach
Fees
Annual management charge (AMC)
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A Acc: 0.50%
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Inc: 0.10% (ACD fee only) if accessed via our MPS service
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Acc: 0.10% (ACD fee only) if accessed via our MPS service
Ongoing charges (OCF)*
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A Acc: 0.69% (capped)
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Inc: 0.29% (ACD fee only) if accessed via our MPS service
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Acc: 0.29% (ACD fee only) if accessed via our MPS service
*at 31.10.2025. Based on Prima Balanced Fund. See factsheet for latest OCFs.
Independently risk profiled by:
Strategic asset allocation
Prima Cautious
Prima Balanced
Prima Adventurous
Equity
Fixed interest
Alternatives
Cash
For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2025. Please refer to the latest fund information sheet for the current asset allocation.
Related documents
Fund | Information sheet |
|---|---|
Prima Cautious Fund | |
Prima Balanced Fund | |
Prima Adventurous Fund |
Dealing directly
For advisers who wish to deal directly into the fund, they can do so directly with Margetts Fund Management dealing desk on 0345 607 6808.
Visit Margetts Fund Management for further information.
MPS Brochure
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