Marlborough: Performance Through Design

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1 Our range of funds

2 Marlborough: Performance Through Design 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: Cash, UK Fixed Interest, Global Fixed Interest, Equity and Bond funds, UK, International, 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. The Marlborough philosophy can be summed up in a single phrase: performance through design. Administration Services Our Administration Services have also earned a reputation for excellence and Marlborough is authorised to offer them, together with fund management services, on a third-party basis for unit trusts and OEICs on behalf of Independent Financial Advisers, stockbrokers, accountants and other regulated organisations in the financial services sector. For information please contact Helen Redmond: helen.redmond@marlboroughfunds.com, or John Heap: john.heap@marlboroughfunds.com,

3 The Investment Team Cash, Fixed Interest & Equity 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, Marlborough Cash Trust and the Marlborough UK Income & Growth Trust. Fixed Interest Paul Reed and Team Paul Reed Mark Sanders Paul Reed, who manages the Marlborough High Yield Fixed Interest Fund, is one of the UK s most experienced and respected high yield managers. Paul has a track record stretching back more than 30 years in fixed interest investment and he and his team have managed high yield bonds since the European market was created in Equity & Bond Nigel Beidas and Matthew Rainbird Nigel Beidas Matthew Rainbird Nigel Beidas and Matthew Rainbird, who manage the Marlborough Extra Income Fund, have more than three decades investment industry experience between them. Nigel has a track record stretching back more than 25 years, managing both equities and fixed income, while Matthew has over nine years in the industry. Equity Richard Hallett Richard Hallett Richard Hallett, who manages the Marlborough UK Leading Companies Fund, has more than 15 years investment management experience. He works with the support of a sizeable and experienced team.

4 Equity Giles Hargreave and Team Giles Hargreave George Finlay Guy Feld Richard Hallett Oliver Bedford Siddarth Chand Lall Giles Hargreave has managed the Marlborough Special Situations Fund since 1998 and the outperformance he and his team have achieved speaks for itself. Marlborough Special Situations is frequently identified in the Press as one of the UK's top-performing funds. Working with the same highly-experienced team, Giles also manages the Marlborough UK Micro-Cap Growth Fund with Guy Feld and co-manages the Marlborough Multi Cap Income Fund with Siddarth Chand Lall. Giles is one of a select group of fund managers with an Alpha rating from Trustnet fund research. Equity Bob Brown and Team Bob Brown Alan Beaney Oliver Brown Bob Brown manages the Marlborough UK Primary Opportunities Fund. Bob has more than 35 years investment management experience and is an Affiliate of the Society of Investment Professionals. Equity John D. (Jack) Lemery and Paul Tryon John D. (Jack) Lemery Paul Tryon Jack Lemery and Paul Tryon manage the Marlborough North American Trust from their offices in Boston. Between them Jack and Paul have more than 40 years investment experience. Equity Jeremy Lodwick Fund Manager Jeremy Lodwick Jeremy Lodwick manages the Marlborough European Trust. He has more than 20 years investment industry experience, managing global and specialist European equity portfolios.

5 Equity Sally Macdonald Fund Manager Sally Macdonald Sally Macdonald manages the Marlborough Far East Growth Fund with the support of Marlborough s investment team in the UK and Hong Kong. Sally has more than 20 years experience managing Asian and Emerging Markets equity funds. Nicholas Cooling and Team Nicholas Cooling Gurjit Soggi Rajesh Manon Sarah Sampson Nicholas Cooling, Deputy Chairman of Marlborough Fund Managers, has day-to-day responsibility for managing our four risk-graded 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 Sampson. 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 Stacey Ash and Nigel Baynes manage Marlborough s actively managed funds of Exchange Traded Funds (ETFs). Stacey and Nigel have strong financial services credentials. Stacey has more than 20 years experience in the industry, working in fund management and marketing. Nigel has a track record as an investment analyst and fund manager.

6 Fund Name IMA Sector Fund Manager Cash Marlborough Cash Trust Cash Money Market Geoff Hitchin & Nicholas Cooling UK Fixed Interest Marlborough Bond Income Fixed Interest Sterling Corporate Bond Geoff Hitchin & Nicholas Cooling Marlborough High Yield Fixed Interest Sterling High Yield Bond Paul Reed & Team Global Fixed Interest Marlborough Global Bond Fixed Interest Global Bond Geoff Hitchin & Nicholas Cooling Equity & Bond Marlborough Extra Income UK Equity & Bond Nigel Beidas & Matthew Rainbird UK Equity Marlborough UK Income & Growth UK Equity Income Geoff Hitchin & Nicholas Cooling Marlborough UK Leading Companies UK All Companies Richard Hallett & Team Marlborough UK Primary Opportunities UK All Companies Bob Brown & Team Marlborough Multi Cap Income UK Equity Income Siddarth Chand Lall & Giles Hargreave Marlborough Special Situations UK Smaller Companies Giles Hargreave & Team Marlborough UK Micro-Cap Growth UK Smaller Companies Giles Hargreave & Guy Feld International Equity Marlborough North American North America John D. (Jack) Lemery & Paul Tryon Marlborough European Europe excluding UK Jeremy Lodwick & Team Marlborough Far East Growth Asia Pacific Ex Japan Sally Macdonald & Team Marlborough Emerging Markets Global Emerging Markets Marlborough Investment Team Marlborough Defensive Absolute Return Nicholas Cooling & Team Marlborough Cautious Mixed Investment 20-60% Shares Gurjit Soggi & Team Marlborough Balanced Mixed Investment 40-85% Shares Nicholas Cooling & Team Marlborough Global Global Growth Gurjit Soggi & Team Fund of ETFs Marlborough ETF Global Growth Fund of ETFs Specialist Stacey Ash & Nigel Baynes Marlborough ETF Commodity Fund of ETFs Specialist Stacey Ash & Nigel Baynes

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 IMA. This document is for distribution and use by Professional Investors only. It is not for distribution to Retail Investors.

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