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Fund Management
Unit Trusts
Unit Trusts, sometimes known as collective investment schemes, can be an effective way for investors to gain exposure to the rewards offered by stock market investing. Like all investments there are risks. The investment strategy and the underlying investments within the trust this will determine the particular level of risk of that trust. However, generally this type of investment helps to reduce investment risk by offering diversity.
These types of investments tend to have geographical focus, and in some cases this can benefit investors to gain investment exposure to areas which would not be so easy to gain access to through direct investment.
Our team of experienced and respected investment managers advise on four popular Marlborough Fund Managers (MFM) unit trusts as well as our own range of venture capital trusts.
The Marlborough Special Situations Fund focuses on UK smaller companies, new issues and companies with recovery prospects to generate long term capital growth for investors.
The Marlborough UK MicroCap Growth Fund invests in AIM listed companies and UK smaller companies with a market capitalisation of £100m or less, offering investors capital growth over the medium to long term.
The Marlborough UK Leading Companies Fund focuses more on UK companies who are leaders in their business sector with long term capital growth in mind.
The Marlborough Multi Cap Income Fund will focus on the potential of small and mid cap companies to pay attractive dividends that increase year on year as well as delivering stronger long-term capital growth than their FTSE 100 counterparts. This fund was lauched in June 2011.
Giles Hargreave and his team of fund managers and analysts based in London are investment advisers to the Marlborough Special Situations Fund, the Marlborough UK MicroCap Growth Fund, the Marlborough UK Leading Companies Fund and the Marlborough Multi Cap Income Fund.
The Marlborough Extra Income Fund invests in corporate bonds, preference shares and high yielding equities. The fund would be suitable for investors seeking higher income than ordinary shares. The investment adviser to this fund is Nigel Beidas based at Hargreave Hale’s Bangor branch.
Fund factsheets and additional information is from any Hargreave Hale office or from Marlborough Fund Managers at www.marlboroughfunds.com.