IFSL Marlborough Multi Cap Income Fund

Select share classes

IFSL Marlborough Multi Cap Income Fund Class P Inc

Category UK Equity Income


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

134.43p/134.43p

arrow-down-1.00p (-0.74%)

Fund Code

MHMUI

B908BY7

GB00B908BY75

Prices updated as at 12 Nov 2024
|
Prices in GBX

Investment objective
The aim of the Fund is to provide income, that is, money paid out of investments, such as dividends and interest, as well as deliver capital growth, that is, to increase the value of investor's investment over a minimum of 5 years. The Fund also aims to deliver a yield, that is, the percentage of income returned on an investment, greater than the yield of the FTSE All-Share Index, over any 3-year period, after any charges have been taken out of the Fund. 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 80% in the shares of companies and investment trusts listed on UK stock exchanges. This will include a range of small, medium and large companies, with a bias towards small and medium companies.

Annual charges

Product charges
0.78
0.29
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 22 Oct 2024pdf
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Reports 31 Jan 2024pdf
Interim Short Report 31 Jan 2024pdf
Annual Short Report 31 Jul 2023pdf
Interim Reports 31 Oct 2017pdf
Please note that service charges will also apply. Read more about our fees.


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