View
fund
Marlborough 8 Portfolio (previously Marlborough Global Fund)
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Overview
Marlborough 8 Portfolio (previously 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 200 years’ 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 8 Portfolio holds between 15 and 30 funds.
Read more
Documents
No items found.
Fact Sheets
Key Investor Information Documents
PRIIPs KIDs
No items found.
Prospectus
IFSL Marlborough NURS - Prospectus.pdf
Supplemental Prospectus
No items found.
Report & Accounts
Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
IFSL Marlborough Value Assessment
TCFD Reporting
Supplementary Information Document
Supplementary Information Document
Application Forms & User Guides
Addional Permitted Subscription (APS) transfer form
Additional Permitted Subscription (APS) application form
Additonal Permitted Subscription (APS) request form
ISA APS Application Form User Guide
ISA Application Form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA Transfer form User Guide
ISA Trust Form User Guide
ISA application form
ISA transfer form
Junior ISA Application Form User Guide
Junior ISA application form
Switch Conversion form
Top up form
UT OEIC Application Form User Guide
UT OEIC Corporate Form User Guide
UT OEIC Corporate application form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA Transfer Form User Guide
Unit Trust OEIC to ISA transfer form
Withdrawl Form User Guide
Withdrawl form
Facilitated Charging Documents
Facilitated Adviser Charging Documents
Tax Residency Self Certification
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.
Other Insights
No items found.