Funds Centre

Performances as at: 15/08/2008

MFM SGWM Balanced Managed A Inc

Fund overview

Key Features
NameMFM SGWM Balanced Managed A Inc
GIF Sector Asset Alloc UK Dynamic
Morningstar Rating Not rated
Fund Rating Not rated
ISIN gb00b249gq45
Launch Date 24/09/2007
ISA Plan No
Savings Plan No
Fund Manager
NameMarlborough Fd Mgrs
AddressSt. Georges Square 4 Atlas House
CityBolton
CountryUnited Kingdom
Telephone0808 145 2500
Fax01204-533045
Web Addresshttp://www.marlboroughfunds.com/TermsConditions.htm
Email
Key Figures
CurrencyUK Sterling (GBP)
Annual Management Charge1%
Minimum Initial Investment (GBP) N/A
Minimum Sub. Investment (GBP)-
1 Week Performance -1.65%
3 Year Total Return  
3 Year Volatility  

All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.

Fund Classification
SectorAsset Alloc UK Dynamic
Asset SectorAsset Allocation
Specialist Sector Fund of Funds (Asset Alloc)
Geographical FocusUnited Kingdom
Fund Size Data
Fund Size (Last Updated :30/11/2007)5.21
Average in Sector (Asset Alloc UK Dynamic)93.59
Largest in Sector641.77
Smallest in Sector0.84
Total Sector Size2339.66
Number of Funds in Sector28

Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.