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Marlborough Balanced Inclusive - Class A - Accumulation (GBP)

Sell:207.86p Buy:207.86p Change: 0.93p (0.45%)
Prices as at 30 September 2020
Sell:207.86p
Buy:207.86p
Change: 0.93p (0.45%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 30 September 2020
Sell:207.86p
Buy:207.86p
Change: 0.93p (0.45%)
Prices as at 30 September 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

30/09/15 to 30/09/16 30/09/16 to 30/09/17 30/09/17 to 30/09/18 30/09/18 to 30/09/19 30/09/19 to 30/09/20
Annual return 17.91% 9.01% 4.56% 3.63% -0.51%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Nicholas Cooling
Manager start date: 1 March 1993
Manager located in: Lichfield

Nicholas joined the asset management company that went on to become Marlborough Investment Management as a fund manager in 1991. He was responsible for a total reorganisation of its investment processes, leading to significant expansion of the business. Nicholas is Deputy Chairman of Marlborough Fund Managers and Investment Director of Marlborough Investment Management.

manager photo
Manager Name: Gurjit Soggi
Manager start date: 22 February 1999
Manager located in: Lichfield

Gurjit graduated from the University of the West of England with a BA (Hons) in Financial Services and joined the investment team at Marlborough in 1996. He works closely with Nicholas Cooling and has developed a pragmatic and research-driven investment style.

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Manager Name: Raj Manon
Manager start date: 1 April 2003
Manager located in: Lichfield

Raj graduated from Sheffield Hallam University with a BA (Hons) in Financial Services and joined Marlborough's funds of funds team in 2003. His enthusiasm and drive enabled him to be fast-tracked to a fund management role within a year. Raj is a CFA charter holder.

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Manager Name: Sarah Todino
Manager start date: 1 February 2013
Manager located in: Lichfield

Sarah serves as an Analyst at Marlborough Fund Managers Limited. Sarah serves as Fund Manager of Marlborough OEIC - Marlborough Defensive Fund. She graduated from The University of Birmingham with a Bachelor of Commerce degree. Within the programme, she studied modules within the areas of Economics, Accounting, and Marketing.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account