IFSL Marlborough Extra Income A Inc

Category GBP Allocation 60-80% Equity
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Last buy/sell price

87.82p/87.82p

arrow-up0.00p (+0.00%)

Fund Code

0566289

GB0005662894

Prices updated as at 14 May 2025
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Prices in GBX
Investment objective
The aim of the Fund is to deliver a greater income than the average of the FTSE All Share Index over any 3 year period whilst taking less risk, after any charges have been taken out of the Fund. The Fund also aims to deliver capital growth, that is to increase the value of investor's investment, over a period of 5 or more years. The Investment Manager will aim to maintain volatility of the Fund (a measure of the size of short term changes in value) below 80% of the volatility of the FTSE All Share Index over any three year period.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 157.9310.85
31 Mar 15 - 31 Mar 16-0.62-2.93
31 Mar 16 - 31 Mar 1711.4917.37
31 Mar 17 - 31 Mar 181.891.40
31 Mar 18 - 31 Mar 194.603.97
31 Mar 19 - 31 Mar 20-8.54-8.04
31 Mar 20 - 31 Mar 2126.9226.61
31 Mar 21 - 31 Mar 227.515.02
31 Mar 22 - 31 Mar 230.46-4.73
31 Mar 23 - 31 Mar 241.0810.39
31 Mar 24 - 31 Mar 25-3.05

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.45
1 Month-6.48
3 Months--2.81
6 Months-0.81
1 Year-3.60
3 Years annualised0.975.40
5 Years annualised5.746.72
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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