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Multi-Asset
Marlborough Balanced Fund
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Overview
Marlborough Balanced 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 Balanced holds between 30 and 40 funds and is in the Investment Association’s Mixed Investment 40-85% Shares sector. Typically equities will represent between 65% and 85% of the portfolio.
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Nathan Sweeney
Chief Investment Officer of Multi-Asset
Nathan Sweeney
Chief Investment Officer of Multi-Asset
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.
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