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MARLBOROUGH LEADING UK COMPANIES - Fund overview

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Overview of MARLBOROUGH LEADING UK COMPANIES


Standard Initial Charge

5.00% 0.00%

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to save 5.00%

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Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  July, 1995
Size  £83m
Yield 0.1%
Charging basis  Income
Dividends paid  –
Bid price 144.67p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.78%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.64%

Bestinvest says


No information available.

Portfolio

marlborough leading uk companies asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 1%
marlborough leading uk companies equity geographic illustration
Allocation Proportion
UK 90%
Europe 10%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
marlborough leading uk companies equity capitalisation illustration
Allocation Proportion
Large Caps 66%
Mid Caps 30%
Small Caps 4%

View all performance data for MARLBOROUGH LEADING UK COMPANIES

Investment process


The objective of the fund is to provide investors with capital growth by investing in an actively managed portfolio of UK equities, principally in companies which are amongst the leading companies in their business sector.

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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