IFSL Marlborough 4 Portfolio Fund Class P Inc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
93.31p/93.31p
-0.022p (-0.02%)
Fund Code
MHCAI
B8T2QP9
GB00B8T2QP98
Prices updated as at 07 May 2025
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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 '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.
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 performance (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 10.19 | 9.51 |
| 31 Mar 15 - 31 Mar 16 | -2.63 | -2.54 |
| 31 Mar 16 - 31 Mar 17 | 12.30 | 13.31 |
| 31 Mar 17 - 31 Mar 18 | 2.38 | 0.88 |
| 31 Mar 18 - 31 Mar 19 | -1.12 | 2.72 |
| 31 Mar 19 - 31 Mar 20 | -8.49 | -7.15 |
| 31 Mar 20 - 31 Mar 21 | 18.26 | 20.92 |
| 31 Mar 21 - 31 Mar 22 | 0.59 | 2.71 |
| 31 Mar 22 - 31 Mar 23 | -3.29 | -5.52 |
| 31 Mar 23 - 31 Mar 24 | 7.96 | 8.45 |
| 31 Mar 24 - 31 Mar 25 | 3.35 | 3.46 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | 0.07 | 0.10 |
| 1 Month | 0.87 | 2.21 |
| 3 Months | -4.21 | -2.49 |
| 6 Months | -0.68 | 0.54 |
| 1 Year | 3.09 | 4.68 |
| 3 Years annualised | 2.58 | 3.15 |
| 5 Years annualised | 3.97 | 4.81 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
