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Marlborough Active MPS
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Overview
Each of our risk-graded portfolios provides a core multi-asset investment solution, with an expertly managed blend of UK shares, international shares, bonds and other assets.
The 21 portfolios target seven different levels of risk and return and three options are available for the underlying investments: actively managed funds, passive funds or a blend of active and passive.
Our multi-asset investment team, who have more than 200 years’ combined experience, construct and manage the portfolios, deciding the optimum long-term balance of different assets and then making measured adjustments to protect against shorter-term risks or to seize on opportunities.
The team invest using collective funds, which provides additional diversification benefits, helping to manage risk.
Actively managed funds
An ‘active’ fund manager invests in specific assets or parts of the market that they believe will outperform the wider market over a period of time. This can produce a better return than investing in the whole of the market, but can add an additional level of risk and will generally cost more in fees than passive investing.
Passive funds
Passive funds invest in assets that track or replicate specific markets (for example, UK equities), rather than trying to outperform them. The return on these investments should reflect the return from that market. Fees are typically lower than for actively managed funds.
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Raj Manon
Head of Investments | Multi-Asset Solutions
Raj Manon
Head of Investments | Multi-Asset Solutions
Nathan Sweeney
Chief Investment Officer of Multi-Asset Solutions
Documents
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Fact Sheets
Key Investor Information Documents
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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
UT OEIC Corporate application form
Withdrawl form
Addional Permitted Subscription (APS) transfer form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA transfer form
Top up form
Switch Conversion form
Junior ISA application form
ISA transfer form
ISA application form
Additonal Permitted Subscription (APS) request form
Additional Permitted Subscription (APS) application form
Application Form User Guides
UT OEIC Corporate Form User Guide
Withdrawl Form User Guide
Unit Trust OEIC to ISA Transfer Form User Guide
UT OEIC Application Form User Guide
ISA Trust Form User Guide
Junior ISA Application Form User Guide
ISA Transfer form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA APS Application Form User Guide
ISA Application Form User Guide
Facilitated Charging Documents
Facilitated Adviser Charging Documents
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.