Marlborough Cautious P Inc

Fund

Fund Info

  • Yield History1.63%
  • 3 Year sharpe0.66
  • 3 Year alpha-0.13
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 20 - 60% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.72%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupMarlborough
  • DomicileUnited Kingdom
  • ISINGB00B8T2QP98

Investment Strategy

The fund seeks to provide an above average and subsequently increasing level of income with the potential for some capital growth.