The funds are actively managed and include a mix of active and passive instruments.
At Rockhold, as well as overseeing the management of the funds, we will work with Marlborough to ensure the funds meet the requirements for them to be blended together to meet different risk profiles. We will then determine the appropriate mix of the two funds for different risk profiles and provide this information to advisers to assist you when advising clients on their investment portfolios.
For a copy of the Funds’ Key Investor Information Documents (KIIDs) and Prospectus, these are available to download by clicking here.
