IFSL Marlborough Multi Cap Income Fund

Select share classes

IFSL Marlborough Multi Cap Income Fund Class P Inc

Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

-

arrow-up0.30p (+0.22%)

Fund Code

MHMUI

B908BY7

GB00B908BY75

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
The aim of the Fund is to provide income, that is, money paid out from an investment as dividends from shares, as well as to deliver capital growth, that is to increase the value of investors investment, over a minimum of 5 years. 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, with a bias towards small and medium 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
0.85
0.30
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Reports 31 Jul 2023pdf
Annual Short Report 31 Jul 2023pdf
Interim Short Report 31 Jan 2023pdf
Interim Reports 31 Oct 2017pdf
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.