IFSL Marlborough Extra Income Fund Class P Inc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

107.26p/107.26p

arrow-down-0.09p (-0.08%)

Fund Code

MHEXI

B8DGH32

GB00B8DGH325

Prices updated as at 16 Dec 2025

Prices in GBX

Investment objective

The aim of the Fund is to deliver a greater income than the average of the FTSE All Share Index over any 3 year period whilst taking less risk, after any charges have been taken out of the Fund. The Fund also aims to deliver capital growth, that is to increase the value of investor's investment, over a period of 5 or more years. The Investment Manager will aim to maintain volatility of the Fund (a measure of the size of short term changes in value) below 80% of the volatility of the FTSE All Share Index over any three year period.

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 Aug 1995

Domicile

United Kingdom

UCITS

Yes

Lead manager

Matthew Rainbird

Lead manager start date

01 Mar 2009

Lead fund manager biography

Matthew has more than a decade's experience in the industry in roles including trading equities and fixed interest securities and managing private client portfolios. He is a Chartered Member of the Chartered Institute for Securities & Investment.

Head office

PO Box 1852

Lichfield, Staffordshire WS13 8XU

Lichfield

United Kingdom

WS13 8XU

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Important Information

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