IFSL Marlborough Multi Cap Growth Fund

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

IFSL Marlborough Multi-Cap Growth Fund Class P Inc

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

-

arrow-up6.03p (+1.47%)

Fund Code

MHLDI

B8CQP95

GB00B8CQP956

Prices updated as at 07 May 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 period of 5 or more years. The Fund aims to deliver greater returns than the FTSE All-Share Index over any 3 year period after charges, however, there is no certainty this will be achieved. 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.
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.

Annual charges

Product charges
0.81
0.93
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 14 Feb 2024pdf
Key Information Document / Technical Guide 13 Feb 2024pdf
Annual Reports 20 Sep 2023pdf
Annual Short Report 20 Sep 2023pdf
Interim Short Report 20 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.