IFSL Marlborough High Yield Fixed Interest Fund Class P IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.4 | 4.1 | -10.1 | 15.2 | 3.5 |
![]() | +/-Cat | 0.7 | 1.0 | 2.6 | 3.0 | -0.7 |
![]() | +/-B’mrk | -0.3 | 0.1 | 0.8 | -1.0 | -2.7 |
Category: GBP High Yield Bond | ||||||
Category Benchmark: Morningstar UK HY Bd GR GBP |
Key Stats | ||
NAV 14/08/2024 | GBX 69.62 | |
Day Change | 0.06% | |
Morningstar Category™ | GBP High Yield Bond | |
IA (formerly IMA) Sector | £ High Yield | |
ISIN | GB00B8L7D393 | |
Fund Size (Mil) 31/07/2024 | GBP 23.19 | |
Share Class Size (Mil) 31/07/2024 | GBP 20.53 | |
Max Initial Charge | - | |
Ongoing Charge 12/08/2024 | 0.79% |
Investment Objective: IFSL Marlborough High Yield Fixed Interest Fund Class P Inc |
The aim of the Fund is to provide income, that is, money paid out from an investment as interest, with the potential for some capital growth, that is, to increase the value of investor's investment, over a period of 5 or more years, after any charges have been taken out of the Fund, however, there is no certainty this will be achieved. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 80% of the Fund will be invested in high yield bonds issued by companies and institutions. These will be sub-investment grade or unrated bonds, which are loans issued by entities which can be more vulnerable to changing market conditions that typically pay higher rates of interest than investment grade bonds. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Adam Tabor 01/10/2020 | ||
Inception Date 31/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA £ High Yield | Morningstar UK HY Bd GR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for IFSL Marlborough High Yield Fixed Interest Fund Class P Inc | 31/07/2024 |
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