Marlborough Balanced P Acc

Fund

Fund Info

  • Yield History0.97%
  • 3 Year sharpe1.11
  • 3 Year alpha0.39
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.62%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupMarlborough
  • DomicileUnited Kingdom
  • ISINGB00B4LXDY07

Investment Strategy

The fund seeks to provide medium to long term capital growth on a medium risk basis.