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Overview
The Marlborough Global Essential Infrastructure team manage a portfolio of 25 to 45 high-quality publicly listed companies providing essential infrastructure facilities around the globe. These are facilities that are essential for the basic functioning of a society, including regulated utilities such as electricity, gas and water; transport facilities, such as toll roads and airports; energy pipelines; and mobile phone towers.
Fund managers Tim Humphreys, Jonathan Reyes, Natasha Thomas and Paul Johnston have more than 60 years’ combined experience of investing in infrastructure businesses and their focus on essential infrastructure is a key differentiator. This strategy is designed to provide attractive long-term returns, supported by a healthy yield, with superior downside protection and reduced volatility.
The team identify companies with strong ESG credentials and use both quantitative and qualitative analysis, alongside a disciplined risk-management process, with the aim of achieving consistent risk-controlled outperformance.
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Fact Sheets
Key Investor Information Documents
Prospectus
Report & Accounts
Fund Charges & Costs
Value Assessment Reports
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TCFD Reporting
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Supplementary Information Document
Application Form User Guides
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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.
Other Insights
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