Marlborough Extra Income Fund
Overview
Marlborough Extra Income invests in a portfolio of shares and bonds, with the aim of paying a higher income than the FTSE All-Share Index over any three-year period – and achieving this with lower volatility (short-term fluctuations in value) than the FTSE All-Share.
Highly experienced fund manager Matthew Rainbird, who has been working in investment management since 2004, also seeks to increase the overall value of investors’ capital over five or more years.
Between 70% and 85% of the fund will be invested in shares, with the remainder in bonds. These will typically be investment grade, which means they have been issued by companies with a high capacity to repay the debt. The fund has a strong UK bias, with at least 80% of the portfolio invested in the shares of UK companies or sterling-denominated bonds.
Matthew Rainbird
Matthew Rainbird
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.
