Marlborough Fund Discounts

As well as benefiting from a rebate of 100% of our initial commissions Clubfinance customers can now enjoy an extra 1% discount on all of Marlborough's funds when purchased directly through Marlborough with Clubfinance as agent. NOTE: THIS OFFER IS NOT AVAILABLE THROUGH A FUND SUPERMARKET.

Inclusion here does not represent a recommendation or imply that it is a suitable or appropriate product. Even without an additional discount, other funds may have a similar, lower or a 0% initial charge. Funds can be purchased direct from the product provider, or via one of a number of fund supermarkets.

The Investment Management Association website has a comprehensive list of authorised UK investment funds, click here.

The table below summarise the total discounts for Marlborough Funds arranged on an execution-only basis directly with Marlborough Fund Managers Ltd with Clubfinance as broker.

Please note the charges on this table were correct as at 8 May 2007, please check the current charges before investing.

Please see the following page for details on how to make an investment through Clubfinance Ltd.

Our Process - New Investment

List of Marlborough Funds available direct with Marlborough Fund Managers

Fund name	Initial Charge	Initial Discount through Clubfinance Ltd	Annual Cash back through Clubfinance Ltd
Marlborough Balanced Fund (Acc units)	5.25%	4%	0.375%
Marlborough Cautious Fund (Acc/Inc units)	5.25%	4%	0.375%
Marlborough Global Fund (Acc units)	5.25%	4%	0.375%
Marlborough UK Equity Growth Fund  (Acc units)	5.25%	4%	0.375%
Marlborough UK Equity Income Fund  (Inc units)	5.00%	4%	0.375%
Marlborough Special Situations Fund  (Inc units)	5.00%	4%	0.375%
Marlborough UK Micro-Cap Growth Fund  (Acc units)	7.00%	4%	0.375%
Marlborough UK Leading Companies Fund  (Inc units)	5.00%	4%	0.375%
Marlborough Global Bond Fund (Inc / Acc units)	5.00%	4%	0.375%
Marlborough Bond Income Fund  (Inc units)	5.00%	4%	0.375%
Marlborough High Yield Fixed Interest Fund  (Inc units)	5.25%	4%	0.375%
Marlborough Extra Income Fund  (Inc units)	5.00%	4%	0.375%
Marlborough Ethical Fund (Class A Inc / Acc)	5.25%	4%	0.375%
Marlborough Far East Growth Fund  (Class A Inc / Acc)	5.25%	4%	0.375%
Marlborough UK Large Cap Growth Fund  (Class A Acc)	5.25%	4%	0.375%
Marlborough Quantock UK Growth Fund (Class A Inc/Acc)  (for non-ISA investments)	5.20%	4%	0.375%
Marlborough Quantock UK Growth Fund (Class C Inc/Acc) (for ISA investments)	5.20%	4%	0.375%

Please note you can use our request form to ask us to e-mail you an application form. Please remember Clubfinance Ltd cannot provide advice of any kind on your investments.

Please click here to contact us regarding your potential investment

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