IFSL Marlborough European Special Situations Fund

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

IFSL Marlborough European Special Situations P Inc

Category Europe ex-UK Small/Mid-Cap Equity


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

713.47p

arrow-down-0.11p (-0.02%)

Fund Code

MHEUI

B90VHJ3

GB00B90VHJ34

Prices updated as at 15 Nov 2024
|
Prices in GBX

Investment objective
The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a minimum of 5 years. At least 80% of the Fund will be invested in the shares of companies listed on European stock markets (excluding the UK). Of this, up to 90% will be in smaller companies.

Annual charges

Product charges
0.80
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 22 Oct 2024pdf
Key Information Document / Technical Guide 13 Feb 2024pdf
Annual Reports 30 Sep 2023pdf
Annual Short Report 30 Sep 2023pdf
Interim Short Report 10 Mar 2023pdf
Interim Reports 31 Jan 2018pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.