Marlborough Extra Income Fund

Marlborough Extra Income invests in a portfolio of equities, bonds and preference shares, 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 than the FTSE All-Share.

Highly experienced fund manager Matthew Rainbird, who has been working in investment management since 2004, also seeks to deliver capital growth over five or more years.

Between 70% and 85% of the fund will be invested inequities, including a comparatively small allocation to preference shares, and the remainder will be in bonds. These will typically be investment grade. The fund has a strong UK bias, with at least 80% of the portfolio invested in UK equities or sterling-denominated bonds.