IFSL Marlborough Multi-Cap Growth Fund Class P Inc

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

414.18p/414.18p

arrow-up4.87p (+1.19%)

Fund Code

MHLDI

B8CQP95

GB00B8CQP956

Prices updated as at 19 Sep 2024

Prices in GBX

Investment objective

The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment over a minimum of 5 years. The Fund also aims to outperform the FTSE All-Share Index over any 5 year period after charges. There is no certainty that either aim of the fund will be achieved. 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.

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 status	Open
Fund type	Unit Trust
Fund manager	Richard Hallett
	433.35
	328.89
Fund comparative index	FTSE All Share NR GBP
	UK All Companies
	-
	0.81
	0.82
	0.00
	UK Flex-Cap Equity
	No
Fund provider	Marlborough Investment Management Ltd.
Share class launch date	31 Dec 2012
	£172.69m
	-
	0.85
	-
	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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.