IFSL Marlborough Multi Cap Income Fund

Select share classes

IFSL Marlborough Multi Cap Income Fund Class P Acc

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

237.36p/237.36p

arrow-down-2.38p (-0.99%)

Fund Code

MHMUA

B907VX3

GB00B907VX32

Prices updated as at 18 Sep 2024
|
Prices in GBX

Investment objective
The aim of the Fund is to provide income, that is, money paid out of investments, such as dividends and interest, as well as deliver capital growth, that is, to increase the value of investor's investment over a minimum of 5 years. The Fund also aims to deliver a yield, that is, the percentage of income returned on an investment, greater than the yield of the FTSE All-Share Index, over any 3-year period, after any charges have been taken out of the Fund. 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 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerSiddarth Lall
245.83
187.93
Fund comparative indexFTSE AllSh TR GBP
UK Equity Income
-
0.84
0.25
0.00
UK Equity Income
No
Fund providerMarlborough Investment Management Ltd.
Share class launch date31 Dec 2012
£452.49m
-
4.35
-
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.

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