The Sentinel Fund

What The Sentinel Fund does

The Sentinel Fund is the retail-facing brand of Margetts Fund Management Limited (trading as MGTS), a Birmingham-based, FCA-regulated (FRN: 208565) operator of an Open Ended Investment Company (OEIC) umbrella containing three sub-funds representing differentiated risk rating tiers. The firm traces its operational lineage to the 1845 Margetts & Addenbrooke stock broking partnership and operates today as a private, independent UK fund manager. Distribution is structured through three dedicated client portals — MGTS Investors, MGTS Advisers, and MGTS Sponsors — segmenting onboarding, content, and servicing flows by customer type.

The product architecture consists of a single OEIC vehicle wrapping three risk-rated sub-funds, distributed via purpose-built portals rather than a unified platform. No proprietary technology stack, AI/ML capability, or third-party model integration is disclosed; the portals appear to function as conventional client-facing distribution and servicing interfaces. The firm holds B Corporation certification, a credential that supports positioning with ESG-mandated advised and sponsor clients but does not constitute a technology capability.

The business model follows the standard UK OEIC fund manager pattern: revenue is generated through management fees and related charges levied on assets under management across the three sub-funds. Go-to-market is intermediated, with the MGTS Advisers and MGTS Sponsors portals indicating that the principal revenue channels are financial adviser recommendations and pension or scheme sponsor mandates rather than direct retail. Birmingham is the sole disclosed operating location, with no international offices, passporting arrangements, or cross-border distribution infrastructure described in the source material.

Name

The Sentinel Fund

Legal name

Margetts Fund Management Limited

Website

https://thesentinelfund.co.uk

Company type

Private

Founded year

1845

Operating status

Operating

Short description

Margetts Fund Management Limited (trading as MGTS) is a Birmingham-based, FCA-regulated UK fund manager operating The Sentinel Fund as an OEIC umbrella of three risk-rated sub-funds, distributed via dedicated MGTS Investors, MGTS Advisers, and MGTS Sponsors portals.

Ownership category

akta.pro rank

Product category

Open-Ended Investment Fund Management

NAICS

Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

Keywords

• Open-ended investment company
• Fund management services
• Risk-rated sub funds
• Investor portal access
• FCA-regulated fund management

Headquarters

HQ city

Birmingham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Distribution channels3 records

Marketing channels1 record

Core offering

The Sentinel Fund is an Open Ended Investment Company (OEIC) operated by Margetts Fund Management Limited (trading as MGTS), offering three sub-funds with distinct risk ratings. The company delivers fund management services through three dedicated online portals — MGTS Investors for retail investors to view portfolio valuations, holdings, transactions and documents; MGTS Advisers for financial advisers to manage client information, fees and commissions; and MGTS Sponsors for sponsor-related services.

Product overview

The Sentinel Fund operates under the MGTS trading style of Margetts Fund Management Limited, offering a multi-platform fund management service. The core offering consists of three interconnected investor-facing portals: MGTS Investors (for retail investors to manage holdings and view portfolios), MGTS Advisers (for financial advisers to manage clients), and MGTS Sponsors (for sponsor relationships). These are supported by the My Dashboard suite providing investment tracking, document management, and adviser relationship features, alongside a Literature and Prices service for fund data access.

Differentiator

Problem solved

Functional benefit

Products and services

• MGTS Investors Portal Online portal for retail investors to view their current portfolio, including valuations, holdings breakdown, recent transactions and distributions, and to access fund literature and risk-rated reports.
• MGTS Advisers Portal Dedicated portal for financial advisers to view their client information, fees and commission statements for clients invested in MGTS funds.
• MGTS Sponsors Portal Dedicated portal for sponsors to access relevant information and services related to MGTS fund products.
• The Sentinel Fund OEIC Open Ended Investment Company comprising three sub-funds representing three distinct risk ratings, managed by Margetts Fund Management Limited under the MGTS brand and accessed by UK retail investors and advisers.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Emerging players

• Jupiter Asset Management: London-based asset manager offering UK-domiciled multi-asset and OEIC products with a strong intermediary focus. Comparable to Margetts/MGTS in its UK-centric, active-management OEIC proposition and dependence on the adviser channel, though operating at larger AUM scale.
• Premier Miton Investors: UK-based asset manager offering multi-asset and OEIC products, with a strong adviser-channel focus. A close comparable to Margetts in size, independence, and distribution model, both operating multi-asset fund ranges aimed at UK IFAs.
• Artemis Investment Management: Independent, UK-headquartered active fund manager offering multi-asset and OEIC products to UK retail and adviser channels. Comparable to Margetts/MGTS in its UK-domiciled, independent ownership profile and reliance on intermediary distribution.

Broad incumbents

• Royal London Asset Management: Mutual-owned UK asset manager with a broad multi-asset and OEIC product suite targeting advised and workplace channels. Comparable in FCA-regulated, UK-domiciled fund offerings and the importance of the adviser distribution channel, though at much greater scale.
• Legal & General Investment Management: One of the largest UK fund managers offering multi-asset and risk-targeted OEICs as part of a much broader product set. Overlaps with The Sentinel Fund in risk-graded multi-asset propositions but operates at significantly greater AUM scale and is a default platform provider for many advisers.
• Aviva Investors: UK investment arm of Aviva plc, managing multi-asset and risk-targeted OEICs alongside a much wider product range. Comparable in offering FCA-regulated multi-asset OEICs to UK retail and advised clients, with overlapping adviser-platform distribution.
• M&G Investments: Major UK incumbent with a long-standing multi-asset OEIC range, including risk-graded strategies. Comparable to The Sentinel Fund on product type and FCA-regulated distribution, though M&G is a substantially larger, public-listed asset manager.

Direct peers

• HSBC Global Asset Management (UK): Operates the HSBC Global Strategy range of risk-rated multi-asset funds via UK OEICs. Directly comparable target-risk fund structure serving UK retail and advised channels, with a long heritage and broad distribution footprint.
• Vanguard Asset Management (UK): Operates Vanguard LifeStrategy and target-risk multi-asset funds in OEIC/Unit Trust form in the UK. Directly comparable to The Sentinel Fund's three risk-rated sub-fund OEIC structure, with similar target-risk allocation methodology, though at vastly greater scale and lower fees.
• BlackRock UK: Manages the MyMap range of target-risk multi-asset funds and broader OEIC range in the UK. A directly comparable peer in the risk-graded multi-asset OEIC category, with strong intermediary distribution through adviser platforms.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Sentinel Fund