Marlborough Extra Income Fund

Marlborough Extra Income invests in a portfolio of shares and bonds, with the aim of paying a higher income than the FTSE All-Share Index over any three-year period – and achieving this with lower volatility (short-term fluctuations in value) than the FTSE All-Share.

Highly experienced fund manager Matthew Rainbird, who has been working in investment management since 2004, also seeks to increase the overall value of investors’ capital over five or more years.

Between 70% and 85% of the fund will be invested in shares, with the remainder in bonds. These will typically be investment grade, which means they have been issued by companies with a high capacity to repay the debt. The fund has a strong UK bias, with at least 80% of the portfolio invested in the shares of UK companies or sterling-denominated bonds.

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