Marlborough: Built For Performance

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1 Our range of funds

2 Marlborough: Built For Performance The Marlborough proposition is a simple one: an outstanding range of funds, each with a manager hand-picked to deliver world-class performance for investors. Supported by their investment teams, our managers have the freedom to act decisively in their chosen fields: UK Fixed Interest, Global Fixed Interest, Equity and Bond funds, UK Equities, International Equities, Fund of Funds and Fund of Exchange Traded Funds (ETFs). This is because Marlborough remains privately owned, despite being a major fund house with a top-class back-office team whose skill and experience are in demand among top City names. Our managers are allowed the flexibility and authority to employ the flair on which their success has been built, free of House View constraint. For our investors it means that they enjoy the benefits of investing with a major fund house breadth of funds and managers with a huge array of resources at their fingertips without sacrificing agility and independence. They know Marlborough is built purely for one thing: performance. From the way we scour the world for the brightest investment talent, through to our remuneration structure, every element of our business is aligned towards this single objective: delivering optimum returns.

3 The Investment Team Fixed Interest Geoff Hitchin and Nicholas Cooling Geoff Hitchin Nicholas Cooling Marlborough Fund Managers founder Geoff Hitchin launched the Marlborough Global Bond Fund in 1987 and remains at its helm today. Geoff, who is Marlborough s Investment Director, and Nicholas Cooling, Marlborough s Deputy Chairman, also manage the Marlborough Bond Income Fund. Fixed Interest Steven Logan and Ben Pakenham Steven Logan (pictured) Ben Pakenham Co-Managers Steven Logan and Ben Pakenham run the Marlborough High Yield Fixed Interest Fund. Steven has 25 years credit market experience and has been managing European high yield portfolios for 15 years. He is an Associate of the Chartered Institute of Bankers. Ben has more than 10 years experience in high yield and has been a member of the investment team since Equity & Bond Nigel Beidas and Matthew Rainbird Nigel Beidas Matthew Rainbird Nigel Beidas and Matthew Rainbird, have managed the Marlborough Extra Income Fund for more than five years. Nigel has a track record stretching back more than 25 years, managing both equities and fixed income, while Matthew has over ten years in the industry.

4 Equity Giles Hargreave and Team Giles Hargreave Oliver Bedford Guy Feld Richard Hallett Will Searle George Finlay Siddarth Chand Lall David Walton Eustace Santa Barbara Giles Hargreave manages the Marlborough Special Situations Fund with Eustace Santa Barbara. Giles has been running the fund since 1998 and the outperformance he and his team have achieved speaks for itself. Giles has earned a series of high-profile awards and his consistent long-term outperformance is frequently highlighted in the press. Working with the same highly experienced team, Giles also manages the Marlborough UK Micro-Cap Growth Fund with Guy Feld and manages the Marlborough Nano-Cap Growth Fund with Guy Feld and David Walton. Equity Siddarth Chand Lall Siddarth Chand Lall Siddarth Chand Lall has managed the Marlborough Multi Cap Income Fund since launch in July Siddarth, who holds a masters degree in economics from Edinburgh University, works with a core investment team of Giles Hargreave, Michael Stranks and Eustace Santa Barbara. They are supported by a large and experienced wider investment team. Equity Richard Hallett Richard Hallett Richard Hallett, who manages the Marlborough UK Multi-Cap Growth Fund, has almost 20 years experience managing equities across the market cap spectrum. He works with the support of a sizeable and experienced team. Equity David Walton David Walton David Walton has managed the Marlborough European Multi-Cap Fund since October David graduated with a first class degree in economics from Cambridge University and has more than 15 years experience managing European equities.

5 Equity Brad Weafer and Brad Gardner Brad Weafer Brad Gardner Brad Weafer and Brad Gardner manage the Marlborough US Multi-Cap Income Fund from their offices in Boston. Between them they have more than 50 years investment management experience. Equity Sally Macdonald Sally Macdonald Sally Macdonald is Marlborough s Head of Asian Equities and manages the Marlborough Far East Growth Fund. Sally has more than 20 years experience managing Asian and Emerging Markets equity funds. Fund of Funds Nicholas Cooling and Team Nicholas Cooling Gurjit Soggi Rajesh Manon Sarah Todino Nicholas Cooling, Deputy Chairman of Marlborough Fund Managers, has day-to-day responsibility for managing our four risk-graded Fund of Funds products: the Marlborough Defensive Fund, Marlborough Cautious Fund, Marlborough Balanced Fund and Marlborough Global Fund. He works alongside colleagues Gurjit Soggi, Rajesh Manon and Sarah Todino. Nicholas joined the asset management company that was to become Marlborough Investment Management Ltd in He masterminded a total reorganisation of its investment processes leading to a significant expansion of the business. Fund of ETFs Nigel Baynes and Stacey Ash Nigel Baynes Stacey Ash Nigel Baynes and Stacey Ash manage Marlborough s actively managed funds of Exchange Traded Funds (ETFs). Nigel and Stacey have strong financial services credentials. Nigel has a 20-year track record as an investment analyst and fund manager. Stacey has more than two decades experience in the industry, working in fund management and marketing.

6 Fund Name IA Sector Fund Manager UK Fixed Interest Marlborough Bond Income Fixed Interest Sterling Corporate Bond Geoff Hitchin & Nicholas Cooling Marlborough High Yield Fixed Interest Sterling High Yield Bond Steven Logan, Ben Pakenham & Team Global Fixed Interest Marlborough Global Bond Fixed Interest Global Bond Geoff Hitchin & Nicholas Cooling Equity & Bond Marlborough Extra Income Equities UK Equity & Bond Nigel Beidas & Matthew Rainbird UK Equity Marlborough UK Multi-Cap Growth Equities UK All Companies Richard Hallett & Team Marlborough Multi Cap Income Equities UK Equity Income Siddarth Chand Lall & Team Marlborough Special Situations Equities UK Smaller Companies Giles Hargreave & Eustace Santa Barbara Marlborough UK Micro-Cap Growth Equities UK Smaller Companies Giles Hargreave & Guy Feld Marlborough Nano-Cap Growth Equities UK Smaller Companies Giles Hargreave, Guy Feld & David Walton International Equity Marlborough US Multi-Cap Income Equities North America Brad Weafer & Brad Gardner Marlborough European Multi-Cap Equities Europe excluding UK David Walton Marlborough Far East Growth Equities Asia Pacific Ex Japan Sally Macdonald & Team Marlborough Emerging Markets Equities Global Emerging Markets Marlborough Investment Team Fund of Funds Marlborough Defensive Fund of Funds Absolute Return Nicholas Cooling & Team Marlborough Cautious Fund of Funds Mixed Investment 20-60% Shares Gurjit Soggi & Team Marlborough Balanced Fund of Funds Mixed Investment 40-85% Shares Nicholas Cooling & Team Marlborough Global Fund of Funds Global Growth Gurjit Soggi & Team Fund of ETFs Marlborough ETF Global Growth Fund of ETFs Specialist Nigel Baynes & Stacey Ash Marlborough ETF Commodity Fund of ETFs Specialist Nigel Baynes & Stacey Ash

7 Contact Marlborough Director Sales, Keith Ounsworth Telephone: Mobile: Associate Director Sales, Danny Lean Telephone: Mobile: Business Development Consultant, Andrew Atkins Mobile: Head Office: Bolton Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP Switchboard: Dealing: (Freephone) Intermediary support: (Freephone) Dealing fax: General enquiries: Website: London 2 Meard St, Soho, London, W1F 0EE Lichfield Croxall Hall, Croxall, Lichfield, WS13 8XU Switchboard: Marlborough Fund Managers Ltd is authorised and regulated by the Financial Conduct Authority and is a member of the IA. This document is for distribution and use by Professional Investors only. It is not for distribution to Retail Investors.

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