Marlborough US Multi-Cap Income Cell
Overview
Marlborough US Multi-Cap Income is a cell of Marlborough International Fund PCC Limited, a Guernsey-domiciled collective investment scheme which acts as a feeder fund into the UK-domiciled Marlborough US Multi-Cap Income fund.
The Boston-based managers of Marlborough US Multi Cap Income invest in a conviction 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 25-40 companies from around 4,000 US stocks. They use rigorous fundamental analysis to identify key attributes including stable demand for market-leading products, recurring revenue, pricing power and a conservative balance sheet. The team will only invest in companies with strong growth prospects, with a forecast internal rate of return in the mid-teens being the required minimum.
The aim of this approach is to reward investors with above-average returns through the different stages of the investment 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.
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.