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Marlborough US Focus Fund
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Overview
Marlborough US Focus fund managers Michael Schroer and Andy Eng work with analysts Curt Ludwick and Brad Zoltak. Between them, they have more than 110 years’ experience investing in US equities.
Using an investment strategy with a track record stretching back more than three decades, the team use intensive research and a highly disciplined investment process to manage a portfolio of 50 to 60 companies. They look for strong growth potential, earnings momentum and an attractive valuation.
One distinctive feature of the team’s strategy is that when they add companies to the portfolio of 50-60 stocks they’re usually ‘equally weighted’. This means when the team first invest in companies, they all represent approximately the same proportion of the fund (just under 2%). If the shares go up in value, then the team will reduce the size of the holding when it reaches around 4% of the total value of the fund.
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Michael Schroer
International Equity
Michael Schroer
International Equity
Andy Eng
International Equity
Documents
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Fact Sheets
IFSL Marlborough US Focus Fund Class P.pdf
Key Investor Information Documents
Prospectus
IFSL Marlborough UCITS ii 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
Individual & Joint Unit Trust/OEIC Application Form
Unit Trust/OEIC to ISA transfer form
Top Up & Regular Saver amendment form
Switch & Conversion form
Junior ISA application form
ISA transfer form
ISA application form
Request to Disclose Additional Permitted Subscription Allowance Value
Additional Permitted Subscription (APS) application form
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.