IFSL Marlborough 4 Portfolio

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IFSL Marlborough 4 Portfolio Fund Class P Inc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

102.70p/102.70p

arrow-up0.21p (+0.20%)

Fund Code

MHCAI

B8T2QP9

GB00B8T2QP98

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The aim of the Fund is to increase the value of an investment over a minimum of 5 years. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments, such as interest from bonds and dividends from shares. This will be achieved whilst aiming to maintain a risk rating classification of '4’. 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 70% in collective investment schemes, investment trusts and exchange traded products, i.e. ETFs/ETCs (collectively “Investment Funds”), with no minimum or maximum exposure to any geographic region.

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 Jun 1994

Domicile

United Kingdom

UCITS

Yes

Lead manager

Nathan Sweeney

Lead manager start date

01 Feb 2022

Lead fund manager biography

Nathan has more than 20 years’ investment management experience. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree. He holds diplomas in mutual funds and financial services from Dublin Business School. Nathan holds the CFA Society’s Investment Management Certificate and the Certificate in ESG Investing. Nathan manages our offshore multi-asset funds and Managed Portfolio Services and is our sector specialist for North American equities and specialist investments.

Fund manager

Scott Truter

Manager start date

01 Jun 2023

Fund manager biography

Head office

PO Box 1852

Lichfield, Staffordshire WS13 8XU

Lichfield

United Kingdom

WS13 8XU

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