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
380.13p/380.13p
-7.745p (-2.00%)
Fund Code
MHGFA
B84KX91
GB00B84KX912
Prices updated as at 03 Apr 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
Annual charges
Product charges | |
---|---|
0.66 | |
0.19 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.