Marlborough Cautious Fund

Marlborough Cautious 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 Cautious holds between 30 and 45funds and is in the Investment Association’s Mixed Investment 20-60% Shares sector. Typically equities will be between 40% and 60% of the portfolio, while a minimum of 30% will be in bonds.

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