IFSL Marlborough Extra Income A Inc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

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arrow-up0.00p (+0.00%)

Fund Code

0566289

GB0005662894

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The aim of the Fund is to pay an income in excess of that 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerMatthew Rainbird, Andrew Moffat
90.9
87.82
Fund comparative indexFTSE AllSh TR GBP
Mixed Investment 40-85% Shares
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1.75
0.24
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GBP Allocation 60-80% Equity
No
Fund providerMarlborough Investment Management Ltd.
Share class launch date01 Aug 1995
£34.99m
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Quarterly
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

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