IFSL Marlborough 4 Portfolio Fund Class P Inc

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.