Marlborough Global

Ranked 608 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Nicholas Cooling

Nicholas Cooling was born in Liverpool in 1964 and was educated at Monmouth School. After graduating from Portsmouth University in 1985 with a BA (Hons) degree in geography, Nicholas joined Lloyds Life Assurance Limited in Peterborough. In 1991 Nicholas joined, as a fund manager, the asset management company which later became Marlborough Investment Management Limited. He was responsible for a total re-organisation of its investment processes, the positive results of which formed the platform for significant expansion of the business. He was appointed investment director of Marlborough Fund Managers Limited during 1998. On a day-to-day basis Nicholas, together with colleagues Gurjit Soggi and Raj Manon, is responsible for the management of Marlborough’s three risk graded Fund of Funds products. He is the front line manager for the Marlborough Balanced Fund.

Rajesh Manon

Rajesh Manon graduated from Sheffield Hallam University with a BA (Hons) in Financial Services and joined Marlborough's funds of funds team in 2003. His enthusiasm and drive enabled him to be fast-tracked to a fund management role within a year. Rajesh is a CFA level 3 candidate.

Gurjit Soggi

Gurjit Soggi was born in Derby in 1973. He attended the University of the West of England, achieving a BA (Hons) in Financial Services. Whilst at university he developed a keen interest in the philosophy, process and general methodology of fund management. Gurjit joined Marlborough during 1996. He worked within the investment team from day one, initially analysing unit trusts and OEICs, and working closely with the investment director Nicholas Cooling. His pragmatic and research driven investment style has given him performance to be proud of, especially in his Cautious Fund which launched him into the media spotlight.

Objective

The Fund aims to provide medium to long term capital growth. The Fund will invest primarily in the units/shares of collective investment schemes and transferable securities on a global basis. The Fund may also invest in globally traded government and public securities, cash and near cash, warrants and deposits. The Fund may invest in derivatives and forward transactions for the reduction of risk or costs, or the generation of additional capital or income with an acceptably low level of risk.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -10.9% -4.8% 5.5% 2.3% -13.2%
2017 11.6% 3.8% 1.5% 1.0% 5.0%
2016 22.1% 1.2% 5.1% 10.3% 4.1%
2015 2.6% 8.9% -5.3% -8.0% 8.1%
2014 8.8% 0.8% 0.7% 2.4% 4.7%
2013 16.8% 10.1% -1.0% 2.9% 4.1%
2012 11.5% 9.6% -6.8% 5.3% 3.6%
2011 -11.6% -1.1% -0.8% -12.0% 2.3%
2010 8.9% 6.8% -7.4% 2.0% 7.9%
2009 18.3% -4.6% 4.2% 16.1% 2.6%
2008 -25.2% -10.6% -0.4% -11.1% -5.6%
2007 5.3% 2.4% 3.0% -0.2% 0.0%
2006 7.1% 8.7% -10.0% 2.4% 6.9%
2005 28.9% 3.8% 3.9% 12.1% 6.6%
2004 9.3% 6.8% -1.4% -2.9% 6.8%
2003 24.7% -3.5% 12.0% 10.1% 4.9%
2002 -22.5% 3.3% -12.1% -14.7% 0.0%
2001 -16.0% -11.1% 2.7% -17.0% 10.9%
2000 -5.1% 12.1% -4.1% -0.4% -11.3%
1999 40.9% 3.7% 7.8% 1.5% 24.2%
1998 0.3% 9.7% -1.4% -12.9% 6.5%
1997 11.8% 5.1% 4.4% 5.5% -3.4%
1996 5.0% 6.3% 4.2% -1.2% -4.0%
1995 9.8% -4.0% 5.4% 5.7% 2.6%
1994 -6.2% 0.3% -4.8% 3.8% -5.3%
1993 37.3% 7.0% 7.2% 6.6% 12.3%
1992 1.1% 13.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
iShares S&P 500 UCITS ETF (Dist) 13.15%
Fidelity FAST Europe W-ACC-GBP 8.70%
Artemis US Extended Alpha I GBP 7.62%
Fidelity American Special Situations W Acc 7.41%
Invesco EQQQ Nasdaq-100 USD UCITS ETF 5.88%
Fidelity Asia Pacific Opportunities W Acc 5.69%
T Rowe Price US Blue Chip Equity Q GBP 5.15%
CFP SDL UK Buffettology Institutional Acc 4.11%
LF Odey Continental European I Inc 4.00%
Hermes Global Emerging Markets F GBP Acc 3.30%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/05/1992
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB0008626979

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).