Resources for Financial Professionals

Risk Warnings.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. Investments may include emerging market, smaller company and commodity funds which may be higher risk than other asset classes. Investments in fixed interest funds are subject to market and credit risk and will be impacted by changes in interest rates. Changes in exchange rates may affect the value of the underlying investments. Investments in Property funds carry specific risks relating to liquidity. Property funds can go through periods, known as ‘gating’, when it may not be possible to trade in or out of the funds and to access your money during such periods. The portfolios may invest a large part of their assets in funds for which investment decisions are made independently of the portfolios. If these investment managers perform poorly, the value of the portfolios is likely to be adversely affected. Investment in funds may also lead to additional fees arising from holding these funds.

Regulatory Information.

All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. Marlborough Investment Management Limited (Marlborough) is authorised and regulated by the Financial Conduct Authority (Reference number 115231). Registered in England No. 01947598. The ‘CleverMPS’ is a collaboration between Marlborough as the Discretionary Fund Manager (DFM) and Clever Adviser Technology Limited (Clever), a company registered in England and Wales (company number 2910523). Clever developed a methodology and proprietary suite of algorithms for the monitoring, analysis, collation, and transmission of data on the performance of Investment funds and related portfolios within the UK market which Marlborough utilises for investment purposes.