IFSL Marlborough US Multi-Cap Income Fund Class A Inc
Category US Equity Income
Last buy/sell price
-
3.78p (+0.45%)
Fund Code
0172288
GB0001722882
Prices updated as at 23 Apr 2024
Prices in GBX
Investment objective
The aim of the Fund is to provide income, that is, money paid out of an investment such as dividends from shares, with the potential for some increase in the value of an investment, over a minimum of 5 years. At least 80% of the Fund will be invested in the shares of companies which are listed on stock markets or domiciled in the United States of America. The Fund is actively managed, which means the investment manager decides which investments to buy or sell and when. Whilst the Investment Manager may invest in small, medium and large companies, in order to meet the income objective, there will typically be a bias towards larger 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Brad Weafer, Timothy Farina, Timothy Robinson |
| 878.09 | |
| 716.29 | |
| Fund comparative index | IA North America |
| North America | |
| - | |
| 1.58 | |
| -0.02 | |
| - | |
| US Equity Income | |
| No | |
| Fund provider | Marlborough Investment Management Ltd. |
| Share class launch date | 01 Oct 1983 |
| £50.19m | |
| - | |
| - | |
| - | |
| 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.
