Audience Selected - Individual

Marlborough Multi Cap Income Fund

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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 Multi Cap Income is a UK equity income fund that takes a different approach. Instead of focusing on the same limited number of FTSE 100 giants that dominate so many equity income portfolios, manager Sid Chand Lall identifies the strongest opportunities across the market cap spectrum.

While he does hold FTSE 100 stocks, he has a bias to faster-growing small and mid-cap dividend-paying companies in the FTSE 250, AIM, FTSE SmallCap and FTSE Fledgling indices. This increases the number of opportunities from around 90 stocks to approximately 700.

As well as benefiting from the superior long-term growth potential of smaller companies, this multi-cap strategy allows the construction of a portfolio diversified by industry sector and market capitalisation. To help manage risk, the portfolio is diversified across more than 100 companies, with even the largest positions usually only representing 3%-3.5% of the fund. 

Read more

Sid Chand Lall

UK Equity

Sid Chand Lall

UK Equity
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.

Insights

Where to Invest

This is some text inside of a div block.
View
Download