Marlborough Balanced Fund

Marlborough Balanced provides a core multi-asset investment solution, with an expertly managed portfolio of UK shares, international shares, bonds and other assets.

Our multi-asset investment team, who have more than 120 years’ combined experience, construct and manage the portfolio, deciding the optimum long-term balance of different assets and then making measured adjustments to protect against shorter-term risks or seize on shorter-term opportunities. While they can hold a minimum of 40% shares and a maximum of 85%, typically shares will be between 65% and 85% of the portfolio.

The team invest in a portfolio of between 30 and 40 collective funds – with each holding a spread of shares, bonds or other assets– and they are free to select the most skilled fund managers globally or hold passive funds, if they are a better option. Investing through collective funds provides additional diversification benefits, helping to manage risk.