IFSL Marlborough High Yield Fixed Interest A IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.6 | 3.4 | -10.8 | 14.3 | 0.7 | |
+/-Cat | -0.1 | 0.2 | 2.0 | 2.1 | -1.0 | |
+/-B’mrk | -1.1 | -0.7 | 0.1 | -1.9 | -2.2 | |
Category: GBP High Yield Bond | ||||||
Category Benchmark: Morningstar UK HY Bd GR GBP |
Key Stats | ||
NAV 26/04/2024 | GBX 65.60 | |
Day Change | -0.18% | |
Morningstar Category™ | GBP High Yield Bond | |
IA (formerly IMA) Sector | £ High Yield | |
ISIN | GB00B03TN153 | |
Fund Size (Mil) 28/03/2024 | GBP 23.93 | |
Share Class Size (Mil) 28/03/2024 | GBP 3.00 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 02/10/2023 | 1.59% |
Investment Objective: IFSL Marlborough High Yield Fixed Interest A 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 29/11/2004 |
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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 A Inc | 31/03/2024 |
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