IFSL Marlborough High Yield Fixed Interest Fund Class P IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.4 | 4.1 | -10.1 | 15.2 | 0.6 | |
+/-Cat | 0.7 | 1.0 | 2.6 | 3.0 | -0.9 | |
+/-B’mrk | -0.3 | 0.1 | 0.8 | -1.0 | -2.3 | |
Category: GBP High Yield Bond | ||||||
Category Benchmark: Morningstar UK HY Bd GR GBP |
Key Stats | ||
NAV 17/05/2024 | GBX 69.31 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP High Yield Bond | |
IA (formerly IMA) Sector | £ High Yield | |
ISIN | GB00B8L7D393 | |
Fund Size (Mil) 30/04/2024 | GBP 23.53 | |
Share Class Size (Mil) 30/04/2024 | GBP 20.62 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.84% |
Investment Objective: IFSL Marlborough High Yield Fixed Interest Fund Class P Inc |
The aim of the Fund is to provide investors with income, that is, money paid out of investor's investment as interest, as well as the opportunity for some growth over a period of five or more years, however, there is no certainty this will be achieved. At least 80% of the Fund will be invested in high yield bonds issued by companies and institutions. |
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 | 30/04/2024 |
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