Marlborough Global Fund

Marlborough Global 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 120years’ 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. At least 80% of the portfolio will be in shares and the team have the freedom to invest wherever they believe the strongest opportunities exist, with no minimum or maximum exposure to any market or geographical area.

They invest in a portfolio of between 15 and 30 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.

‍