Audience Selected - Individual

Marlborough Blended MPS

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
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

Each of our risk-graded portfolios provides a core multi-asset investment solution, with an expertly managed blend of UK shares, international shares, bonds and other assets.

The 21 portfolios target seven different levels of risk and return and three options are available for the underlying investments: actively managed funds, passive funds or a blend of active and passive.

Our multi-asset investment team, who have more than 200 years’ combined experience, construct and manage the portfolios, deciding the optimum long-term balance of different assets and then making measured adjustments to protect against shorter-term risks or to seize on opportunities.

The team invest using collective funds, which provides additional diversification benefits, helping to manage risk.

Actively managed funds 

An ‘active’ fund manager invests in specific assets or parts of the market that they believe will outperform the wider market over a period of time. This can produce a better return than investing in the whole of the market, but can add an additional level of risk and will generally cost more in fees than passive investing.

Passive funds

Passive funds invest in assets that track or replicate specific markets (for example, UK equities), rather than trying to outperform them. The return on these investments should reflect the return from that market. Fees are typically lower than for actively managed funds.

Read more

Raj Manon

Head of Investments | Multi-Asset

Raj Manon

Head of Investments | Multi-Asset

Nathan Sweeney

Chief Investment Officer of Multi-Asset
Play

Documents

No items found.
Fact Sheets
Marlborough Passive MPS 2.pdf
Marlborough Passive MPS 8.pdf
Marlborough Passive MPS 6.pdf
Marlborough Passive MPS 7.pdf
Marlborough Passive MPS 5.pdf
Marlborough Passive MPS 4.pdf
Marlborough Passive MPS 3.pdf
Marlborough Defensive Class Z Acc GBP.pdf
Marlborough Balanced Class Y Acc GBP.pdf
Marlborough Defensive Class Z Acc USD (Hedged).pdf
Marlborough Defensive Class Y Acc GBP.pdf
Marlborough Defensive Class X Acc USD (Hedged).pdf
Marlborough Defensive Class Z Acc EUR (Hedged).pdf
Marlborough Defensive Class X Acc EUR (Hedged).pdf
Marlborough Defensive Class X Acc GBP.pdf
Marlborough Cautious Class Z Acc USD (Hedged).pdf
Marlborough Cautious Class Y Acc GBP.pdf
Marlborough Cautious Class Z Acc GBP.pdf
Marlborough Cautious Class Z Acc EUR (Hedged).pdf
Marlborough Cautious Class X Acc USD (Hedged).pdf
Marlborough Cautious Class X Acc GBP.pdf
Marlborough Cautious Class X Acc EUR (Hedged).pdf
Marlborough Cautious Class V Acc GBP.pdf
Marlborough Cautious Class W Acc GBP.pdf
Marlborough Blended MPS 6.pdf
Marlborough Blended MPS 8.pdf
Marlborough Blended MPS 7.pdf
Marlborough Blended MPS 5.pdf
Marlborough Blended MPS 4.pdf
Marlborough Balanced Class V Acc USD (Hedged).pdf
Marlborough Blended MPS 3.pdf
Marlborough Blended MPS 2.pdf
Marlborough Balanced Class Z Acc USD (Hedged).pdf
Marlborough Balanced Class Z Acc GBP.pdf
Marlborough Balanced Class W Acc USD (Hedged).pdf
Marlborough Balanced Class Z Acc EUR (Hedged).pdf
Marlborough Balanced Class X Acc USD (Hedged).pdf
Marlborough Balanced Class X Acc GBP.pdf
Marlborough Balanced Class X Acc EUR (Hedged).pdf
Marlborough Balanced Class W Acc GBP.pdf
Marlborough Balanced Class V Acc GBP.pdf
Marlborough Adventurous Class Z Acc USD (Hedged).pdf
Marlborough Adventurous Class X Acc USD (Hedged).pdf
Marlborough Adventurous Class Z Acc GBP.pdf
Marlborough Adventurous Class Z Acc EUR (Hedged).pdf
Marlborough Adventurous Class W Acc GBP.pdf
Marlborough Adventurous Class Y Acc GBP.pdf
Marlborough Adventurous Class X Acc GBP.pdf
Marlborough Adventurous Class X Acc EUR (Hedged).pdf
Marlborough Adventurous Class W Acc USD (Hedged).pdf
Marlborough Adventurous Class V Acc USD (Hedged).pdf
Marlborough Adventurous Class V Acc GBP.pdf
Marlborough Active MPS 8.pdf
Marlborough Active MPS 7.pdf
Marlborough Active MPS 6.pdf
Marlborough Active MPS 5.pdf
Key Investor Information Documents
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Prospectus
IFSL Marlborough No 2 OEIC Prospectus.pdf
IFSL Marlborough UCITS ii Prospectus.pdf
IFSL Marlborough NURS - Balanced Cautious Global Prospectus.pdf
IFSL Marlborough Multi-Asset OEIC Prospectus.pdf
IFSL Marlborough Global Innovation Fund Prospectus.pdf
Report & Accounts
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Fund Charges & Costs
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Value Assessment Reports
No items found.
TCFD Reporting
No items found.
Supplementary Information Document
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Application Forms
UT OEIC Corporate application form
Application Form User Guides
No items found.
Facilitated Charging Documents
No items found.
Tax Residency Self Certification
Individual Self-Certification Form
Entity Self-Certification Form
Controlling Person Self-Certification Form

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.  All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios.  All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios.  All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.