IFSL Marlborough Global 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

418.96p/418.96p

arrow-down-0.24p (-0.06%)

Fund Code

MHGFA

B84KX91

GB00B84KX912

Prices updated as at 24 Jan 2025

Prices in GBX

Investment objective

The aim of the Fund is to increase the value of investors investment, over any 5 year period. The Fund aims to outperform the average of the IA Global sector, after charges, over any 5 year period. However, there is no certainty this will be achieved. At least 80% of the Fund will be invested in other funds, including exchange traded funds (which typically track an index) and investment trusts. This may include other funds operated by the Manager or its associates. Through these investments, the Fund will be exposed to a range of assets, creating a medium to high risk portfolio. At least 80% of the Fund will be exposed to shares in companies, both UK and overseas.

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.

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

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