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MARLBOROUGH BALANCED - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of MARLBOROUGH BALANCED

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. MARLBOROUGH BALANCED does not fall into either of these categories at present.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Find out how to invest

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  March, 1993
Size  £126m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 119.13p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.71%
Annual management charge 1.50%
Total expense ratio 3.00%
Reduction in yield (10yr) 3.07%

Bestinvest says


No information available.

Portfolio

marlborough balanced asset allocation illustration
Allocation Proportion
Equity 83%
High yield bonds –
Quality bonds 16%
Property –
Commodities –
Hedge –
Fund cash 1%
marlborough balanced equity geographic illustration
Allocation Proportion
UK 72%
Europe 9%
Nth America 9%
Japan 4%
Pacific 5%
Other Equity 1%
marlborough balanced equity capitalisation illustration
Allocation Proportion
Large Caps 53%
Mid Caps 29%
Small Caps 18%

View all performance data for MARLBOROUGH BALANCED

Investment process


The fund's objective is to provide medium to long term capital growth on a medium risk basis from a spread of collective investment schemes investing in equity, equity-linked and fixed interest investments in various world markets.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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