For Professional Clients only.

Marlborough Fund Managers and Marlborough Investment Management are merging to create a single investment management business, Marlborough.

The move is part of a reorganisation that will also see all of the Authorised Corporate Director (ACD) capabilities in the Marlborough Group focused in the group’s existing ACD business, IFSL.

IFSL already acts as an external ACD for other funds and will take over from Marlborough Fund Managers as ACD for the 18 funds in the Marlborough range.

Marlborough will be appointed as the Investment Adviser for the funds and the investment teams running them will remain entirely the same. This will include in-house fund managers and longstanding arrangements where respected third-party investment teams manage a number of the funds. Fund charges will also remain unchanged.

The reorganisation, which is due to be completed on 26th November 2021, will create two companies with very clear and distinct roles. Marlborough will be the investment management company and IFSL will be the ACD business. This clarity of purpose will enable the Marlborough Group to achieve still greater efficiency in the delivery of its business strategies, providing a strong foundation for further growth.

Marlborough Fund Managers Ltd. Registered in England No. 02061177. Authorised and regulated by the Financial Conduct Authority and a member of The Investment Association.