IFSL Marlborough US Focus Fund Class A Inc

Category US Equity Income

Last buy/sell price

941.45p/941.45p

arrow-up0.00p (+0.00%)

Fund Code

0172288

GB0001722882

Prices updated as at 12 Dec 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.

Company name

Marlborough Investment Management Ltd.

Fund launch date

01 Oct 1983

Domicile

United Kingdom

UCITS

Yes

Lead manager

Brad Weafer

Lead manager start date

01 Jul 2016

Lead fund manager biography

Brad’s career encompasses roles as Chief Investment Officer at Boston Financial Management and as an investment manager and equity research analyst. He is a Chartered Financial Analyst and has a degree in economics from the University of Vermont and a master’s degree in business from Babson College. Brad is Co-Manager of the Marlborough US Multi-Cap Income Fund.

Lead manager

Timothy Farina

Lead manager start date

01 Oct 2020

Lead fund manager biography

As an Equity Analyst on the research team, Tim is responsible for the coverage of existing investments and generating new ideas. He is also a member of the Investment Policy Committee that forms the asset allocation and investment direction for the firm. Tim joined Boston Financial Management in 2008, working in corporate finance and operations. He then spent several years as a member of the client service group before transitioning to his current role in equity research. Prior to joining Boston Financial Management, he worked at BNY Mellon in both the client service and private equity divisions. Tim earned his Bacholer of Science degree in Business Administration from Boston University’s School of Management with a concentration in Finance.

Head office

PO Box 1852

Lichfield, Staffordshire WS13 8XU

Lichfield

United Kingdom

WS13 8XU

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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