Marlborough Extra Income
Managed by
Nigel Beidas
Nigel Beidas started his investment career in the City, where he worked between 1981 and 1991 for a Canadian insurance company. He started as a research analyst, took over the management of a unit trust in 1984 and went on to become head of UK equities, responsible for a team managing over £2 billion of assets. In 1991 he moved to north Wales and joined Nelson Money Managers in Chester where he was responsible for managing fixed income investments for retired private clients. He left in 1997 and joined Hargreave Hale where he is now manager of the north Wales branch.
Andrew Moffat
Andrew Moffat currently manages the CIS UK Growth Trust, having previously managed the UK Income with Growth Trust for 11 years. Andrew has over 25 years of industry experience. He previously worked for Equitable Life as UK fund manager and trained as an investment analyst with Confederation Life in the City. He qualified as an associate member of the Society of Investment Analysts in 1990 and is an ongoing Associate of the CFA, UK. He has a BA in Economics and an MA in Finance & Investment.
Matthew Rainbird
Matthew Rainbird joined Hargreave Hale in April 2008 where he is now an investment manager responsible for the management of private client portfolios as well as assisting in the management of the Marlborough Extra Income Fund. Prior to joining Hargreave Hale he worked at a major private client stockbroker for four years where he was part of a team managing pension funds, charitable funds and private client portfolios.
Objective
The Fund aims to provide both income and capital growth by investing in high yielding shares, corporate loan stocks and preference shares. The fund may invest in derivatives and forward transactions for the reduction of risk or costs, or the generation of additional capital or income with an acceptably low level of risk.
Performance
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Rank 105/254 Total Return
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Rank 213/254 Standard Deviation
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Rank 241/254 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 105 | Marlborough Extra Income | GBP | 1.9% |
| 105 | Vanguard LifeStrategy 60% Equity Acc | GBP | 1.9% |
| 107 | SVS TPI Balanced 7 A Acc | GBP | 1.9% |
| 107 | Scottish Widows Adventurous Growth D Acc | GBP | 1.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 211 | Thesis Lion Growth Inc | GBP | 7.0 |
| 212 | Practical Investment Inc | GBP | 7.0 |
| 213 | FP Aggressive Portfolio Overlay C | GBP | 7.1 |
| 213 | Marlborough Extra Income | GBP | 7.1 |
| 213 | Boulder | GBP | 7.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 239 | MFM Hathaway Inc | GBP | -6.7% |
| 240 | Slater Artorius Acc | GBP | -6.7% |
| 241 | Marlborough Extra Income | GBP | -6.8% |
| 242 | Old Mutual Foundation 5 R Acc GBP | GBP | -6.9% |
| 243 | SPFM Global Growth | GBP | -7.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -6.8% | ||||
| 2017 | 13.7% | 4.0% | 3.7% | 2.0% | 3.4% |
| 2016 | 6.1% | -1.0% | -0.7% | 8.0% | 0.0% |
| 2015 | 5.8% | 4.9% | -0.8% | -1.9% | 3.6% |
| 2014 | 4.4% | 1.0% | 1.5% | -0.8% | 2.7% |
| 2013 | 20.5% | 8.0% | -0.1% | 5.9% | 5.5% |
| 2012 | 17.9% | 6.9% | -1.4% | 7.7% | 3.9% |
| 2011 | 0.6% | 1.0% | 2.1% | -7.2% | 5.2% |
| 2010 | 14.2% | 3.9% | -2.7% | 8.2% | 4.4% |
| 2009 | 13.9% | -12.4% | 11.7% | 13.1% | 3.0% |
| 2008 | -20.0% | -5.8% | -4.2% | -4.5% | -7.2% |
| 2007 | -5.9% | 1.1% | -1.2% | -3.9% | -2.1% |
| 2006 | 15.7% | 4.6% | -1.5% | 5.8% | 6.2% |
| 2005 | 17.2% | 5.0% | 3.6% | 3.5% | 4.1% |
| 2004 | 14.2% | 4.4% | 1.6% | 1.7% | 5.9% |
| 2003 | 7.9% | -4.3% | 10.0% | 0.4% | 2.0% |
| 2002 | -4.6% | 2.5% | 2.2% | -7.7% | -1.4% |
| 2001 | 2.8% | -2.1% | 6.4% | -4.6% | 3.4% |
| 2000 | -0.6% | -8.1% | 6.8% | -0.7% | 2.1% |
| 1999 | -7.2% | 0.1% | 2.3% | -5.2% | -4.3% |
| 1998 | 13.5% | 11.3% | 4.8% | -4.2% | 1.7% |
| 1997 | 22.3% | 2.7% | 1.8% | 10.2% | 6.2% |
| 1996 | 14.6% | 0.8% | 4.0% | 2.0% | 7.1% |
| 1995 | 2.0% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/08/1995
- Share Class size54Mn
- Base currencyGBX
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ISIN GB0005662894
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5