Manager
Marlborough Investment Management Limited
Sector
Mixed Investment 40-85% Shares
Structure
Unit trust
Domicile
United Kingdom
Currency
GBP
Launched
31 Dec 2012
Benchmark
FTSE AllSh TR GBP
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| +129.00% |
| Upper half |
| 5 | NATWEST GROUPFinancials | 3.40% |
| 6 | NATIONAL GRIDUtilities | 3.30% |
| 7 | GSKHealth Care | 3.10% |
| 8 | SSEUtilities | 3.10% |
| 9 | UNILEVERConsumer Staples | 3.00% |
| 10 | CRH PUBLIC LIMITED COMPANYIndustrials | 2.80% |
| 4.8% |
| Consumer Discretionary | 4.1% |
| Technology | 3.5% |
| Basic Materials | 3.4% |
| Cash and Equivalents | 1.8% |
| Real Estate | 1.5% |
| Telecommunications | 1.3% |
| United Kingdom | 83.7% | |
| United States | 5.6% | |
| Other | 2.8% | |
| Ireland | 2.8% | |
| Switzerland | 2.4% | |
| Cash | 1.8% | |
| France | 0.9% |
| UK Equity | 63.0% | |
| UK Bonds | 20.7% | |
| International Equities | 11.7% | |
| Investment Trusts | 2.8% | |
| Cash and Equivalents | 1.8% |
| Mega (>20bn) | 38.4% | |
| Large (5bn-20bn) | 17.1% | |
| Medium (1bn-5bn) | 7.4% | |
| Small (250m-1bn) | 1.8% | |
| Micro (<250m) | 0.0% | |
| Other | 12.8% | |
| Bonds | 20.7% | |
| Cash | 1.8% |