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Marlborough US Focus Fund
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Overview
The Boston-based managers of Marlborough US Focus Fund (formerly US Multi-Cap Income) invest in a portfolio of high-quality, well-managed US businesses that are already making a profit and paying stable or growing dividends.
Brad Weafer, Tim Farina and Tim Robinson select their portfolio of 25-45 companies from around 4,000 US stocks. They use rigorous analysis to identify key attributes including stable demand for market-leading products, recurring revenue, pricing power and a conservative balance sheet.
The aim of this approach is to reward investors with above-average returns through the different stages of the economic cycle. At the same time, the team’s long-term, low-turnover approach is designed to reduce risk and help protect the portfolio during periods of market uncertainty.
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Brad Weafer
International Equity
Brad Weafer
International Equity
Tim Farina
International Equity
Tim Robinson
International Equity
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.