IFSL Marlborough US Focus Fund Class P Inc

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.