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MARLBOROUGH ETHICAL - Fund overview

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Overview of MARLBOROUGH ETHICAL

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. MARLBOROUGH ETHICAL 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  UK All Companies
Product type  OEIC
Launched  December, 2005
Size  £2m
Yield 1.8%
Charging basis  Income
Dividends paid  31/5, 30/9.
Bid price(inc) 81.92p
Bid price(acc) 90.56p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.61%
Reduction in yield (10yr) 1.61%

Bestinvest says


No information available.

Portfolio

marlborough ethical asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
marlborough ethical equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
marlborough ethical equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for MARLBOROUGH ETHICAL

Investment process


The objective of the fund is to provide long term capital growth by investing primarily in a portfolio of securities conforming to ethical criteria as detailed in the ethical policy and full / simplified prospectus .

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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