IFSL Marlborough Cautious A Inc

Category GBP Allocation 40-60% Equity
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Last buy/sell price

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arrow-up0.00p (+0.00%)

Fund Code

0854218

GB0008542184

Prices updated as at 19 Apr 2024
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Prices in GBX
Investment objective
The aim of the Fund is to increase the value of investors investment over any 5 year period, through a combination of income, that is, money paid out of an investment, such as interest from bonds or dividends from shares and some capital growth, that is, profit on investments. The Fund aims to outperform the average of the IA Mixed Investment 20-60% Shares sector, after charges, over any 5 year period. However, there is no certainty this will be achieved. At least 80% of the Fund will be invested in other funds, including exchange traded funds (which typically track an index) and investment trusts. This may include other funds operated by the Manager or its associates. Through these investments, the Fund will be exposed to a range of asset classes, creating a low to medium risk portfolio.
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.
Fund statusOpen
Fund typeUnit Trust
Fund managerNathan Sweeney, Scott Truter
83.78
82.02
Fund comparative indexIA Mixed Invest 20 - 60% Shares
Mixed Investment 20-60% Shares
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1.91
0.11
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GBP Allocation 40-60% Equity
No
Fund providerMarlborough Investment Management Ltd.
Share class launch date01 Jun 1994
£5.06m
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Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.