IFSL Marlborough US Focus Fund

Select share classes
There is only one type of share class for this fund.

IFSL Marlborough US Focus Fund Class P Inc

Category US Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

910.27p/910.27p

arrow-down-8.21p (-0.89%)

Fund Code

MHNAI

B906QV3

GB00B906QV32

Prices updated as at 23 May 2025
|
Prices in GBX
Investment objective
The aim of the Fund is to provide capital growth, that is, to increase the value of your investment, and income, which is money paid out from investor's investment, such as dividends from shares and interest from bonds, over a minimum of 5 years, however there is no certainty this will be achieved. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 80% of the Fund will be invested in the shares of companies which are listed on US stock exchanges. These are companies incorporated/domiciled in the US or that have significant business operations in the US. Whilst the Fund can invest in small, medium and large companies, there will typically be a bias towards larger companies.
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.
Fund statusOpen
Fund typeUnit Trust
Fund managerBrad Weafer, Timothy Farina, Timothy Robinson
1021.55
858.29
Fund comparative indexIA North America
North America
-
0.82
0.00
0.00
US Equity Income
No
Fund providerMarlborough Investment Management Ltd.
Share class launch date31 Dec 2012
£40.76m
-
1.45
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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