Marlborough US Multi-Cap Income Fund


Buy Price (as of 21/02/2018) £4.4442  Sell Price (as of 21/02/2018) £4.4442   Day Change :  -0.32%     Fund Code:  MHNAT 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

As Vice Chair and Managing Director, Brad helps define the future direction and growth of the firm. He brings decades of investment experience to the management of his clients. In addition, Brad serves as co-investment advisor to Marlborough North American Fund. Brad joined Boston Financial Management in 2016 from Emerson, where he served as President, Managing Director, and Portfolio Manager. Prior to Emerson, he was with EG&G (now PerkinElmer). He is a graduate of Lafayette College and completed the Harvard Business School PMD Program.

Biography

As the Chief Investment Officer, Brad manages the firms research team. He is a member of the Investment Policy Committee and is responsible for the oversight of our equity strategies. Brad has analytical responsibilities in securities and has primary coverage across several sectors. In addition, he serves as co-investment advisor to Marlborough North American Fund. Prior to joining Boston Financial Management in 2011, Brad was an Actuary and Senior Consultant at Mercer. He is a graduate of the University of Vermont with an undergraduate degree in Economics. He also graduated summa cum laude from Babson College with a Masters degree in Business Administration.
Investment HouseMarlborough
Fund ProviderMarlborough Fund Managers Limited
ManagerBradford A. Gardner   Biography
ManagerBrad Weafer   Biography

Fund Objective The Marlborough US Multi Cap Income Fund aim is to seek to obtain a growing level of income with the potential for some capital growth.

Key Statistics

Fund Status
Fund TypeUNIT TRUST
ISINGB0001722882
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMUS Flex-Cap Equity
Dividend FrequencyYearly
Historic Yield0.51%

Annual Charges

Morningstar ratings

 as of  31/01/2018
Overall3 star
3 Years3 star
5 Years3 star
10 Years3 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  21/02/2018

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
1.291.462.591.03-0.84
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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