Marlborough Balanced Fund

Marlborough Balanced provides a core multi-asset investment solution, with an expertly managed portfolio of UK equities, international equities, bonds and other key global asset classes.

Our multi-asset investment team, who have more than 120 years’ combined experience, apply a rigorous, disciplined and consistent investment process specifically designed to deliver optimal outcomes for investors.

They invest using collective funds and are free to select the best active managers globally or to use passive funds, if they are a better option. Investing through funds provides additional diversification benefits, helping to manage risk. Marlborough Balanced holds between 30 and 40 funds and is in the Investment Association’s Mixed Investment 40-85% Shares sector. Typically equities will represent between 65% and 85% of the portfolio.