IFSL Marlborough 8 Portfolio Fund Class P Acc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
384.70p/384.70p
-0.06p (-0.02%)
Fund Code
MHGFA
B84KX91
GB00B84KX912
Prices updated as at 08 May 2025
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 8. 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. This could include other Investment Funds managed by the Authorised Fund Manager or the Investment Manager.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Marlborough Investment Management Ltd.
Fund launch date
18 May 1992
Domicile
United Kingdom
UCITS
Yes
Lead manager
Nathan Sweeney
Lead manager start date
01 Feb 2022
Lead fund manager biography
Nathan has more than 20 years’ investment management experience. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree. He holds diplomas in mutual funds and financial services from Dublin Business School. Nathan holds the CFA Society’s Investment Management Certificate and the Certificate in ESG Investing. Nathan manages our offshore multi-asset funds and Managed Portfolio Services and is our sector specialist for North American equities and specialist investments.
Fund manager
Scott Truter
Manager start date
01 Jun 2023
Fund manager biography
Head office
PO Box 1852
Lichfield, Staffordshire WS13 8XU
Lichfield
United Kingdom
WS13 8XU
Got a question?
Get in touch
we're here to help:
-
Mon-Fri 8am to 6pm