Marlborough US Multi-Cap Income P Inc

Fund

Fund Info

  • Yield History 1.07%
  • 3 Year sharpe 1.30
  • 3 Year alpha -1.4
  • Distribution Type income
  • Benchmark IA North America
  • Legal Structure Unit Trust
  • Fund Size (month end) Unit Trust
  • OCF 0.87%
  • Sector North America
  • Manager Group Marlborough
  • Domicile United Kingdom
  • ISIN GB00B906QV32

Investment Strategy

The objective of the Scheme is to seek to obtain a growing level of income with the potential for some capital growth. In pursuing its objective, the Scheme will invest predominantly in the transferable securities of small, medium and large cap US listed and/or US domiciled companies. The Scheme may also invest in other transferable securities, collective investment schemes, money market instruments, deposits, cash and near cash.