Audience Selected - Individual

Marlborough Cautious Fund

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Nav Price (GBP)
129.72p
Change (%)
129.72p
Volatility
9.00
Yield
0.04
Price Date
20/04/2023
Currency
GBX
Factsheet
KIID
PRIIP KID
Prospectus
Managers Report
Semi Annual Report

Overview

Marlborough Cautious provides a core multi-asset investment solution, with an expertly managed portfolio of UK shares, international shares, bonds and other assets.

Our multi-asset investment team, who have more than 125 years’ combined experience, construct and manage the portfolio, deciding the optimum long-term balance of different assets and then making measured adjustments to protect against shorter-term risks or seize on shorter-term opportunities. While they can hold a minimum of 20% shares and a maximum of 60%, typically shares will be between 40% and 60% of the portfolio. At least 30% of the portfolio will be in bonds.

The team invest in a portfolio of between 30 and 45 collective funds – with each holding a spread of shares, bonds or other assets – and they are free to select the most skilled fund managers globally or hold passive funds, if they are a better option. Investing through collective funds provides additional diversification benefits, helping to manage risk.

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Nathan Sweeney

Chief Investment Officer of Multi-Asset

Scott Truter

Assistant Portfolio Manager
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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.

Insights

Where to Invest

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