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Your Investment Proposal

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Your Investment Proposal PREPARED FOR B Y ON ADVISOR NAME YOUR INVESTMENT PROPOSAL RISK PROFILE: 6 Guide to risk grades Used in combination our four funds of funds can be used to target seven risk grades in all, ranging from 2 (low) to 8 (high). For example, a 50:50 blend of our Defensive and Cautious funds, which are risk grades 2 and 4 respectively, provides a portfolio targeting a low/moderate risk grade 3. These risk grades can be used in conjunction with risk-profiling questionnaires, for more information about this please contact your Marlborough sales manager. RISK RISK RISK GRADE GRADE GRADE Each risk grade has been designed LOW LOW/MODERATE MODERATE to target a 50% Defensive particular risk 100% 100% Defensive 50% Cautious and return Cautious outcome. 20% MAX EQUITY 40% MAX EQUITY 60% MAX EQUITY RISK RISK RISK RISK GRADE GRADE GRADE GRADE MODERATE/HIGH MODERATE/HIGH MODERATE/HIGH HIGH 50% 50% Balanced Cautious 100% 100% Balanced Adventurous 50% 50% Balanced Adventurous 73% MAX EQUITY 85% MAX EQUITY 93% MAX EQUITY 100% MAX EQUITY 2 YOUR INVESTMENT PROFILE: RISK PROFILE 6 MAY 2021 02 Marlborough UCITS Fund of Funds Range Marlborough BALANCED FUND ASSET ALLOCATION RISK GRADE Fixed Interest 21.3% 18.3% UK Equity MODERATE/HIGH International Equity 51.5% Cash 7. 4% 100% Balanced Other 1.5% Total 100.0% 85% MAX EQUITY FUND HOLDINGS % iShares UK Dividend UCITS ETF 6.9 iShares Edge MSCI World Quality 6.9 Marlborough Multi Cap Income 6.4 iShares Core MSCI Japan ETF 5.4 Marlborough US Multi-Cap Income 4.9 Allianz Strategic Bond Fund I Acc 4.0 Marlborough UK Micro-Cap Growth 4.0 iShares Core S&P 500 UCITS ETF 4.0 Artemis Funds (Lux) – Global Select 4.0 Marlborough Multi-Cap Growth 4.0 iShares Core FTSE 100 3.9 Wells Fargo US All Cap Growth 3.4 Marlborough European Multi-Cap 3.0 Fidelity Emerging Markets Focus 3.0 Vanguard Global S-T Bond Index Hdgd 3.0 iShares Core MSCI EM IMI UCITS ETF 2.9 Vanguard Global Credit Bond 2.5 Fidelity Asia Pacific Opportunities 2.2 ISHARES EDGE MSCI ETF 2.2 SPDR MSCI EM Asia UCITS ETF 2.2 Schroder Asian Opportunities 2.0 Man GLG Pan-European Equity Growth 2.0 Marlborough Global Bond 2.0 Xtrackers S&P Europe Ex UK UCITS ETF 2.0 M&G LUX GLOBAL LIST C ACC 1.5 WISDOMTREE INDUSTRIAL ETC 1.5 ISHS CR GBP BOND ETF 1.5 Marlborough Bond Income 1.5 3 YOUR INVESTMENT PROFILE: RISK PROFILE 6 MAY 2021 02 Marlborough UCITS Fund of Funds Range Top holdings iShares UK Dividend UCITS ETF % iShares Edge MSCI World Quality % Imperial Brands PLC 5.3 Microsoft Corp 3.9 GlaxoSmithKline PLC 5.1 Apple Inc 3.6 British American Tobacco PLC 5.1 Facebook Inc A 3.3 Vodafone Group PLC 4.9 Alphabet Inc Class C 2.3 BP PLC 4.6 Alphabet Inc A 2.2 Marlborough Multi Cap Income % iShares Core MSCI Japan ETF % Intermediate Capital Group PLC 3.8 Toyota Motor Corp 3.3 Polar Capital Holdings PLC 3.6 SoftBank Group Corp 2.9 Big Yellow Group PLC 3.0 Sony Group Corp 2.5 Strix Group PLC 2.8 Keyence Corp 1.8 Vistry Group PLC 2.7 Tokyo Electron Ltd 1.4 Marlborough US Multi-Cap Income % Allianz Strategic Bond Fund I Acc % Microsoft Corp 7.0 South Africa (Republic of) 8% 3.0 Broadridge Financial Solutions Inc 6.6 Canada (Government of) 0.25% 2.8 WR Berkley Corp 5.7 Germany (Federal Republic Of) 0% 2.6 Mastercard Inc A 4.9 Russian Federation 7.65% 2.5 Sherwin-Williams Co 4.9 Canada (Government of) 0.5% 2.5 Marlborough UK Micro-Cap Growth % iShares Core S&P 500 UCITS ETF % S4 Capital PLC 2.8 Apple Inc 5.7 Impax Asset Management Group PLC 2.4 Microsoft Corp 5.3 SCA INVESTMENTS LTD 2.3 Amazon.com Inc 3.9 Draper Esprit PLC 2.0 Facebook Inc A 2.1 discoverIE Group PLC 1.9 Alphabet Inc A 2.0 Artemis Funds (Lux) – Global Select % Marlborough Multi-Cap Growth % Thermo Fisher Scientific 2.7 Future PLC 4.0 Alphabet 2.6 JD Sports Fashion PLC 3.6 Unitedhealth Group 2.3 Dechra Pharmaceuticals PLC 3.2 Anthem 2.2 Network International Holdings PLC 3.1 Avery Dennison Corp 2.2 Ashtead Group PLC 2.9 Data provided is as at 1 May 2021 and may change as a result of the active day to day management of each underlying fund. Risk Warnings Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. 4 YOUR INVESTMENT PROFILE: RISK PROFILE 6 MAY 2021 02.
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