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Marlborough Multi Cap Income Fund
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Overview
Marlborough Multi Cap Income is a UK equity income fund that takes a different approach. Instead of focusing on the same limited number of FTSE 100 giants that dominate so many equity income portfolios, manager Sid Chand Lall identifies the strongest opportunities across the market cap spectrum.
While he does hold FTSE 100 stocks, he has a bias to faster-growing small and mid-cap dividend-paying companies in the FTSE 250, AIM, FTSE SmallCap and FTSE Fledgling indices. This increases the number of opportunities from around 90 stocks to approximately 700.
As well as benefiting from the superior long-term growth potential of smaller companies, this multi-cap strategy allows the construction of a portfolio diversified by industry sector and market capitalisation. To help manage risk, the portfolio is diversified across more than 100 companies, with even the largest positions usually only representing 3%-3.5% of the fund.
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Sid Chand Lall
UK Equity
Sid Chand Lall
UK Equity
Documents
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Fact Sheets
Key Investor Information Documents
Prospectus
IFSL Marlborough No 2 OEIC Prospectus.pdf
Report & Accounts
Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
IFSL Marlborough Value Assessment
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.