IFSL Marlborough 4 Portfolio Fund Class A Acc

Category GBP Allocation 40-60% Equity


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Last buy/sell price

165.885p/165.885p

arrow-down-0.325p (-0.20%)

Fund Code

0225784

GB0002257847

Prices updated as at 28 Mar 2025
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Prices in GBX

Investment objective
The aim of the Fund is to increase the value of an investment over a minimum of 5 years. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments, such as interest from bonds and dividends from shares. This will be achieved whilst aiming to maintain a risk rating classification of '4’. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. The Fund will invest at least 70% in collective investment schemes, investment trusts and exchange traded products, i.e. ETFs/ETCs (collectively “Investment Funds”), with no minimum or maximum exposure to any geographic region.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

1 year3 years
-1.72-1.48
0.910.72
-1.30-0.53
86.0780.46
0.55-0.13
4.675.94
1.793.31


Important Information

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