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Marlborough Fund Managers – Multi Cap Income Fund

Marlborough Fund Managers – Multi Cap Income Fund

Type: Oeic

Aim: Income and growth by investing mainly in small and medium sized UK companies

Minimum investment: Lump sum £1,000, monthly £100

Investment split:  39.9% FTSE Mid 250 stocks, 28.5% FTSE Small Cap stocks, 19.4% Aim stocks, 7.2% FTSE 100 stocks, 3.2% FTSE Fledgling stocks, 1.8% other

Isa link: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial up to 3%, renewal subject to negotiation

Tel: 0808 145 2502


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