Marshall Sterling

The Marshall Sterling Equity Value Model Portfolio 

UK FCA Authorised Discretionary Investment and Fund Management, Corporate Finance Advice, Valuations, Information Memorandums, Prospectuses, Fundraising Services, Private Placements and Public Listings

Looking for simple Investments with Strong Returns? Start Here

How does 25% return over the past 12 months sound?*1

100% investment in shares with a UK-based, FCA-authorised firm.

No lock-in periods and real-time access to your money.

Interested? Let’s talk

investin your future today!

The Product

Our equity Value portfolio is designed to outperform major benchmarks like the FTSE, giving you full access and flexibility with your funds.

Our Strategy

  • Value-Focused: We invest in companies undervalued by the market.
  • Selective Holdings: Typically up to 20 high-quality stocks at a time.
  • Disciplined Exit: We cash out when stocks no longer meet our criteria, recycling capital into new opportunities.
  • Dividend Reinvestment: Dividends are reinvested to fuel growth.

Our clients believe in us

Investment that makes sense

Simple
Concept
Transparent
Account Management
Reliable
Team

Who Is It For?

This portfolio is exclusively for professional investors, including:

  • Corporate treasuries
  • Business owners
  • Experienced professionals focused on medium to long-term growth

Fees & Charges

  • Initial Fee: None
  • Annual Management Fee: 0.5%
  • Performance Fee: 25%, charged quarterly on a high watermark basis
  • Transaction Fees: Nominal transaction fees to the brokers
    Commissions levied by the broker (not levied or retained by Marshall Sterling) are for example 0.05% or £3 (full detail provided. The portfolio is traded on a low-frequency basis). We only earn based on our performance – there are no hidden charges.
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*1 Past performance does not guarantee future performance. Capital at Risk.
The information on this page is provided in good faith at the time of publication, yet no guarantees are made in respect of it being current and accurate.
Returns set out above are gross of fees. Marshall Sterling Investment Management is Authorised and Regulated by the Financial Conduct Authority under FRN 646917. Please view the following policies here:
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investin your future today!