Fund Literature

Our Fund Literature

Fact Sheets
IFSL Marlborough 3 Portfolio (previously IFSL Marlborough Conservative) Class P.pdf
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IFSL Marlborough 4 Portfolio (previously IFSL Marlborough Cautious) Class P.pdf
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IFSL Marlborough 5 Portfolio Class P.pdf
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IFSL Marlborough 6 Portfolio (previously IFSL Marlborough Balanced) Class A.pdf
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IFSL Marlborough 6 Portfolio (previously IFSL Marlborough Balanced) Class P.pdf
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IFSL Marlborough 7 Portfolio Class P.pdf
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IFSL Marlborough 8 Portfolio (previously IFSL Marlborough Global) Class A.pdf
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IFSL Marlborough 8 Portfolio (previously IFSL Marlborough Global) Class P.pdf
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IFSL Marlborough Bond Income Class A.pdf
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IFSL Marlborough Bond Income Class P.pdf
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IFSL Marlborough European Special Situations Class A.pdf
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IFSL Marlborough European Special Situations Class P.pdf
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IFSL Marlborough Extra Income Class P.pdf
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IFSL Marlborough Far East Growth Class P.pdf
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IFSL Marlborough Global Bond Class A.pdf
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IFSL Marlborough Global Bond Class P.pdf
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IFSL Marlborough Global Essential Infrastructure Class X.pdf
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IFSL Marlborough Global Innovation Class P.pdf
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IFSL Marlborough Global Small Cap Class X.pdf
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IFSL Marlborough Multi Cap Income Class A.pdf
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IFSL Marlborough Multi Cap Income Class P.pdf
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IFSL Marlborough Multi-Cap Growth Class A.pdf
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IFSL Marlborough Multi-Cap Growth Class P.pdf
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IFSL Marlborough Nano-Cap Growth Class P.pdf
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IFSL Marlborough Special Situations Class A.pdf
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IFSL Marlborough Special Situations Class P.pdf
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IFSL Marlborough UK Micro-Cap Growth Class A.pdf
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IFSL Marlborough UK Micro-Cap Growth Class P.pdf
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IFSL Marlborough US Focus Fund Class P.pdf
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Marlborough Active MPS 2.pdf
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Marlborough Active MPS 3.pdf
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Marlborough Active MPS 4.pdf
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Marlborough Active MPS 5.pdf
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Marlborough Active MPS 6.pdf
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Marlborough Active MPS 7.pdf
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Marlborough Active MPS 8.pdf
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Marlborough Blended MPS 2.pdf
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Marlborough Blended MPS 3.pdf
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Marlborough Blended MPS 4.pdf
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Marlborough Blended MPS 5.pdf
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Marlborough Blended MPS 6.pdf
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Marlborough Blended MPS 7.pdf
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Marlborough Blended MPS 8.pdf
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Marlborough Passive MPS 2.pdf
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Marlborough Passive MPS 3.pdf
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Marlborough Passive MPS 4.pdf
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Marlborough Passive MPS 5.pdf
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Marlborough Passive MPS 6.pdf
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Marlborough Passive MPS 7.pdf
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Marlborough Passive MPS 8.pdf
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Key Investor Information Documents
IFSL Marlborough 3 Portfolio (previously IFSL Marlborough Conservative) Class P Shares.pdf
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IFSL Marlborough 4 Portfolio (previously IFSL Marlborough Cautious) Class A Units.pdf
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IFSL Marlborough 4 Portfolio (previously IFSL Marlborough Cautious) Class P Units.pdf
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IFSL Marlborough 5 Portfolio Class P Shares.pdf
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IFSL Marlborough 6 Portfolio (previously IFSL Marlborough Balanced) Class A Units.pdf
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IFSL Marlborough 6 Portfolio (previously IFSL Marlborough Balanced) Class P Units.pdf
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IFSL Marlborough 7 Portfolio Class P Shares.pdf
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IFSL Marlborough 8 Portfolio (previously IFSL Marlborough Global) Class A Units.pdf
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IFSL Marlborough 8 Portfolio (previously IFSL Marlborough Global) Class P Units.pdf
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IFSL Marlborough European Special Situations Fund Class A Units.pdf
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IFSL Marlborough European Special Situations Fund Class P Units.pdf
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IFSL Marlborough Extra Income Fund Class P Units.pdf
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IFSL Marlborough Far East Growth Fund Class A Shares.pdf
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IFSL Marlborough Far East Growth Fund Class P Shares.pdf
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IFSL Marlborough Global Bond Fund Class A Units.pdf
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IFSL Marlborough Global Bond Fund Class P Units.pdf
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IFSL Marlborough Global Corporate Bond Fund (previously IFSL Marlborough Bond Income Fund) Class A Units.pdf
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IFSL Marlborough Global Corporate Bond Fund (previously IFSL Marlborough Bond Income Fund) Class P Units.pdf
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IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
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IFSL Marlborough Global High Yield Bond Fund (previously IFSL Marlborough High Yield Fixed Interest Fund) Class A Units.pdf
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IFSL Marlborough Global High Yield Bond Fund (previously IFSL Marlborough High Yield Fixed Interest Fund) Class P Units.pdf
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IFSL Marlborough Global Innovation Fund Class P Shares.pdf
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IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
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IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
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IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
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IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
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IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
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IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
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IFSL Marlborough Special Situations Fund Class A Units.pdf
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IFSL Marlborough Special Situations Fund Class P Units.pdf
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IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
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IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
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IFSL Marlborough US Focus Fund Class A Units.pdf
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IFSL Marlborough US Focus Fund Class P Units.pdf
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Prospectus
IFSL Marlborough Global Innovation Fund Prospectus.pdf
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IFSL Marlborough Multi-Asset OEIC Prospectus.pdf
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IFSL Marlborough NURS - Prospectus.pdf
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IFSL Marlborough No 2 OEIC Prospectus.pdf
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IFSL Marlborough UCITS Prospectus.pdf
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IFSL Marlborough UCITS ii Prospectus.pdf
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Supplementary  Information  Document
Supplementary Information Document
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Application Forms
Individual & Joint Unit Trust/OEIC Application Form
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Addional Permitted Subscription (APS) transfer form
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Additional Permitted Subscription (APS) application form
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ISA application form
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ISA transfer form
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Junior ISA application form
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Request to Disclose Additional Permitted Subscription Allowance Value
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Switch & Conversion form
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Top Up & Regular Saver amendment form
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UT/OEIC Corporate application form
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UT/OEIC Trust application form
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Unit Trust/OEIC to ISA transfer form
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Withdrawl form
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Facilitated Advisor Charging Documents
Facilitated Adviser Charging Documents
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Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
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Tax Residency Self Certification
Controlling Person Self-Certification Form
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Entity Self-Certification Form
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Individual Self-Certification Form
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The Value Assessment Report
IFSL Marlborough Value Assessment
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TCFD Reporting
IFSL Marlborough 3 Portfolio (previously IFSL Marlborough Conservative)
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IFSL Marlborough 4 Portfolio (previously IFSL Marlborough Cautious)
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IFSL Marlborough 6 Portfolio (previously IFSL Marlborough Balanced)
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IFSL Marlborough 8 Portfolio (previously IFSL Marlborough Global)
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IFSL Marlborough Bond Income
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IFSL Marlborough European Special Situations
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IFSL Marlborough Extra Income
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IFSL Marlborough Far East Growth
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IFSL Marlborough Global Bond
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IFSL Marlborough Global Essential Infrastructure
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IFSL Marlborough Global Innovation
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IFSL Marlborough Global SmallCap
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IFSL Marlborough High Yield Fixed Interest
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IFSL Marlborough Multi Cap Income
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IFSL Marlborough Multi-Cap Growth
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IFSL Marlborough Nano-Cap Growth
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IFSL Marlborough Special Situations
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IFSL Marlborough UK Micro-Cap Growth
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IFSL Marlborough US Focus
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TCFD FAQs
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TCFD Glossary
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