2020 Industry Recognition (May 2020)

This information is for Professional Clients only and should not be relied upon or distributed to Retail Clients.

Marlborough’s funds earn more accolades

While COVID-19 has brought unprecedented change to lives and businesses, we are working as hard as ever on behalf of our investors and their advisers. This long-term commitment to our investors has helped Marlborough earn a succession of industry accolades in recent months for the performance achieved by our funds.


Investment Week Fund Manager of the Year Awards 2020
Investment Week announced that Marlborough Global Bond and Marlborough US Multi-Cap Income have been shortlisted in the Global Bonds and North America categories of the Fund Manager of the Year Awards, which recognise consistently strong performance. Marlborough has also been shortlisted in the Best Specialist Group category.

Refinitiv Lipper Fund Awards 2020
Marlborough Global Bond was named Best Global Bond Fund (GBP) over ten years in the UK Refinitiv Lipper Fund Awards 2020.


FundCalibre Fund Management Equity Index 2020

Marlborough has again earned a place among the top ten groups for equity fund performance in this year’s FundCalibre Fund Management Equity Index. All nine of Marlborough’s qualifying equity funds beat their Investment Association sectors over the five years to 31st December 2019, with an average outperformance of 17.8%, according to the research.

Money Marketing Awards 2020

In the Money Marketing Awards, Marlborough has been shortlisted in the Best Active Manager category, which seeks to recognise outstanding active management over the past year.

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 funds. Our funds invest for the long-term and may not be appropriate for investors who plan to take money out within five years.
Regulatory Information
This material is for distribution to professional advisers only and should not be distributed to or relied upon by any other persons. It’s provided for general information purposes only and is not personal advice to anyone to invest in any fund or product. The Key Investor Information Documents and the Prospectuses for all funds are available, in English, free of charge and can be obtained directly by calling 0808 145 2500. They can also be downloaded from www. marlboroughfunds.com. Calls may be recorded for training and monitoring purposes. Issued by Marlborough Fund Managers Ltd, authorised and regulated by the Financial Conduct Authority (reference number 141660). Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP. Registered in England No. 02061177.