Marlborough Conservative Fund

Marlborough Conservative provides a core multi-asset investment solution, with an expertly managed portfolio of bonds, shares 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. A minimum of 45% of the portfolio will be in bonds and the team have the freedom to hold between 0% and 35% in UK and international shares, although typically this will be between 15% and 30%.

The team invest in a portfolio of between 25 and 40 collective funds – with each holding a spread of bonds, shares 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.