Marlborough Balanced Fund C USD Acc
ISIN IE000ZQ150L1 / Valor null
Marlborough Balanced Fund C USD Acc
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The Marlborough Balanced Fund seeks long-term capital growth by actively investing primarily in a diverse range of collective investment schemes, exchange-traded funds, and investment trusts. Its portfolio includes UK and international equities, commodities, property, money market instruments, and other transferable securities. The fund maintains equity exposure between 40% and 85%, keeps commodities and property exposures below 22.5%, and limits any single property investment to 2.5%. Additionally, it allocates over 20% of its assets to emerging and frontier markets, ensuring a balanced and geographically diverse investment mix.
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