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Marlborough Passive MPS
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Overview
Each of our risk-graded MPS portfolios provides a core multi-asset investment solution, with an expertly managed blend of UK equities, international equities, bonds and other key global asset classes.
The 21 portfolios target seven different levels of risk and return and have been designed to meet the full range of client risk profiles. For each portfolio, three options are available for the underlying investments: actively managed funds, passive funds or a blend of active and passive.
The portfolios are managed by our multi-asset investment team, who have more than 200 years’ combined experience. They apply a rigorous, disciplined and consistent investment process specifically designed to deliver optimal outcomes for investors.
The team invest using collective funds, which provides additional diversification benefits, helping to manage risk.
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Documents
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Fact Sheets
Key Investor Information Documents
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PRIIPs KIDs
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Prospectus
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Supplemental Prospectus
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Report & Accounts
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Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
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TCFD Reporting
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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
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