IFSL Marlborough Balanced P Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Marlborough Investment Management Ltd. |
| Phone | - |
| Website | - |
| Address | PO Box 1852 Lichfield, Staffordshire WS13 8XU Lichfield WS13 8XU United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | No |
| Inception date | 31/12/2012 |
Managers
| Fund manager | Nathan Sweeney |
| Manager start date | 01/02/2022 |
| Biography | Nathan has more than 20 years’ investment management experience. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree. He holds diplomas in mutual funds and financial services from Dublin Business School. Nathan holds the CFA Society’s Investment Management Certificate and the Certificate in ESG Investing. Nathan manages our offshore multi-asset funds and Managed Portfolio Services and is our sector specialist for North American equities and specialist investments. |
| Fund manager | Scott Truter |
| Manager start date | 01/06/2023 |
| Biography | - |
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