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MARLBOROUGH GLOBAL - Fund overview

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Overview of MARLBOROUGH GLOBAL

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

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

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Fund summary

Sector  Global
Product type  UNIT TRUST
Launched  May, 1992
Size  £10m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 125.53p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.09%
Annual management charge 1.50%
Total expense ratio 2.59%
Reduction in yield (10yr) 2.60%

Bestinvest says


No information available.

Portfolio

marlborough global asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 7%
marlborough global equity geographic illustration
Allocation Proportion
UK 15%
Europe 14%
Nth America 34%
Japan 17%
Pacific 10%
Other Equity 10%
marlborough global equity capitalisation illustration
Allocation Proportion
Large Caps 70%
Mid Caps 24%
Small Caps 6%

View all performance data for MARLBOROUGH GLOBAL

Investment process


The fund aims to provide long term capital growth through the active management of a diversified portfolio of securities funds, securities companies and money market funds.
This will give exposure to equity, equity linked, cash and fixed income investments selected from 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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