Multi-asset portfolios mark five years of attractive performance

The four risk-graded UCITS portfolios, which launched in May 2019, are managed by our multi-asset team, who have more than 125 years’ combined investment experience.

Nathan Sweeney, our Chief Investment Officer – Multi-Asset, and Raj Manon, our Head of Investments – Multi-Asset, both earned a place in the 2023 Citywire Wealth Manager Top 100 list of the UK’s leading fund selectors.

Over the five years since launch, our Adventurous portfolio has achieved a return of 50.5%.

The investment team manage the portfolios using a blend of active and passive funds. They use actively managed funds where they believe they can add real value and passive funds where they believe the lower costs make them a better alternative.

Marlborough is working with an increasing number of adviser firms in the international market who value our partnership approach, which is designed to help advisers grow their businesses.

What also sets Marlborough apart is our commitment to first-class service, as we build long-term relationships with financial professionals around the globe.

We have been running money for more than 35 years and we are committed to making a difference by achieving first-class outcomes for your clients.

Find out more about our portfolios‍

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Nathan Sweeney

Chief Investment Officer | Multi-Asset

Nathan has more than 20 years’ investment management experience. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree.

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Raj Manon

Head of Investments | Multi-Asset

Raj has 20 years’ investment management experience. He joined Marlborough’s multi-asset team in 2003 and has been managing multi-asset portfolios for more than 15 years. He graduated from Sheffield Hallam University in 2002 with a BA (Hons) in financial studies and holds the CFA Society’s Investment Management Certificate, as well as being a CFA charterholder. Raj manages our UK-domiciled Managed Portfolio Services and is our sector specialist for UK equities, high yield bonds and money market investments.

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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.