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Marlborough Global Fund
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Overview
Marlborough Global provides a core multi-asset investment solution, with an expertly managed portfolio of UK shares, international shares, bonds and other assets.
Our multi-asset investment team, who have more than 200 years’ combined experience, construct and manage the portfolio, deciding the optimum long-term balance of different assets and then making measured adjustments to protect against shorter-term risks or seize on shorter-term opportunities. At least 80% of the portfolio will be in shares 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.
They invest in a portfolio of between 15 and 30 collective funds – with each holding a spread of shares, bonds or other assets – and they are free to select the most skilled fund managers globally or hold passive funds, if they are a better option. Investing through collective funds provides additional diversification benefits, helping to manage risk.
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Nathan Sweeney
Chief Investment Officer of Multi-Asset
Nathan Sweeney
Chief Investment Officer of Multi-Asset
Documents
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Key Investor Information Documents
Prospectus
IFSL Marlborough NURS - Balanced Cautious Global Prospectus.pdf
Report & Accounts
Fund Charges & Costs
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Value Assessment Reports
IFSL Marlborough Value Assessment
TCFD Reporting
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Supplementary Information Document
Supplementary Information Document
Application Forms
UT OEIC Corporate application form
Withdrawl form
Addional Permitted Subscription (APS) transfer form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA transfer form
Top up form
Switch Conversion form
Junior ISA application form
ISA transfer form
ISA application form
Additonal Permitted Subscription (APS) request form
Additional Permitted Subscription (APS) application form
Application Form User Guides
UT OEIC Corporate Form User Guide
Withdrawl Form User Guide
Unit Trust OEIC to ISA Transfer Form User Guide
UT OEIC Application Form User Guide
ISA Trust Form User Guide
Junior ISA Application Form User Guide
ISA Transfer form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA APS Application Form User Guide
ISA Application Form User Guide
Facilitated Charging Documents
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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.