How to invest

Guide to investing

If you decide to use a financial adviser or a fund platform they will explain how to invest. If you choose to invest direct with Marlborough you will need to complete the application form from our Literature library click the link and send it by post to Marlborough Fund Managers, 59 Chorley New Road, Bolton, BL1 4QP, together with a cheque for the full amount made payable to Marlborough Fund Managers Limited.

Alternatively you can telephone our Dealing team free on 0808 145 2501 for further information. Calls to this line may be recorded for your protection.

It is important that you read the latest Key Investor Information Document (KIID) for a fund before you make any investment or top-up. We will ask you to confirm that you have done this before accepting an investment from you. 

Investment limits

You can invest a minimum lump sum of £1,000 in any of the Marlborough funds or you can arrange a regular monthly investment, with the minimum being £100 per month. To do the latter you will need to complete the direct debit part included with the application form.

If you are investing using an ISA then the maximum you can invest in any one tax year is £20,000, which means a maximum of £1,666 per month if you are investing on a monthly basis. 

What happens next?

Once we receive your instructions we will place your deal straight away. Your investment will then be made in your chosen fund(s) at the next available valuation point and we will send you a contract note. This will give you all the details about your investment such as the number of shares you receive, the price you paid and the date your investment was made. You should keep this document safe for future reference. For details of the valuation point for the fund please refer to the fund Prospectus.

Guide to Key Investor Information Documents (KIIDs)

Information to help you understand more about investing in our funds is contained in the Key Investor Information Document (KIID).

This document explains how the managers running a fund will invest your money, whether the fund pays an income or is growth-focused, and where it sits on the risk scale. It also lets you know the specific risks associated with the approach of the fund.

In addition the KIID details the charges you pay for investing in the fund and provides information about how the fund has performed over the past ten years (or since launch).

The contents of the KIID are specified by law and it is important that you read it so you can make an informed decision about whether to invest.

In addition to the KIID, Marlborough provides extra information in a Supplementary Information Document. This is a longer document that tells you more about Marlborough, explains some fund terminology and provides a guide to the process of buying and selling a unit or share in one of our funds. It also provides other information that will be useful to you as an investor.

To read the Key Investor Information Documents for our funds visit our Literature library click here. Literature Library

To read the Supplementary Information Document click the link.

Guide to ISAs

You can invest up to £20,000 each year in an Individual Savings Account (ISA), which provides attractive tax advantages.

You do not pay Income Tax or Capital Gains Tax on any income or growth generated from investments held in an ISA.

Marlborough offers a stocks and shares ISA, but other types are available with other providers. The current £20,000 limit, which applies to the 2017-18 tax year, includes any sums invested in the same tax year with any provider in any type of ISA.

Anyone aged 18 or over can open an ISA, providing they are resident in the UK for tax purposes.

For those aged under 18, there is the Junior ISA (JISA) which carries similar tax benefits and currently has a maximum investment of £4,128 a year.

For our ISA terms and conditions click here.

For our ISA application form click here.

For our JISA terms and conditions click here.

For our JISA application form click here.