Marlborough Balanced Fund Class P Acc

FUNDEUFUNDGBXGB00B4LXDY07
Latest Price
335.49p
+3.36 (+1.01%)
as of 7 May 2026

Educational tool only — Fund data is shown for informational purposes. This is not financial advice or a recommendation to buy or sell any security.

Price History

Performance

Total Return
+13.40%
over 1y
Annualized Return
+20.35%
CAGR
Volatility
6.4%
annualized
Max Drawdown
-6.2%
trough 31 Mar 2026
Sharpe Ratio
3.17
risk-adjusted return
Best Day
+1.40%
8 Apr 2026
Worst Day
-1.31%
9 Mar 2026
Data Points
173
1 Sept 2025 – 7 May 2026