Marlborough Global Fund

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Nav Price (GBP)
129.72p
Change (%)
129.72p
Volatility
9.00
Yield
0.04
Price Date
20/04/2023
Currency
GBX
Factsheet
KIID
PRIIP KID
Prospectus
Managers Report
Semi Annual Report

Overview

Marlborough Global 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 120years’ 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 15 and 30 funds and is in the Investment Association’s Global sector. At least 80% of the portfolio will be in equities 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.

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Nathan Sweeney

Chief Investment Officer of Multi-Asset

Scott Truter

Assistant Portfolio Manager