Audience Selected - Individual

Marlborough Global High Yield Bond Fund (previously Marlborough High Yield Fixed Interest Fund)

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Nav Price (GBP)
129.72p
Change (%)
129.72p
Volatility
9.00
Yield
0.04
Price Date
20/04/2023
Currency
GBX
Factsheet
KIID
PRIIP KID
Prospectus
Managers Report
Semi Annual Report

Overview

Marlborough Global High Yield Bond (previously Marlborough High Yield Fixed Interest) invests in a broadly diversified portfolio of more than 100 high yield bonds issued by companies in the UK and overseas. Businesses issuing these bonds can be more vulnerable to changing market conditions and as a result they typically pay higher interest rates than companies whose bonds are ‘investment grade’.

The highly experienced investment team have the resources to conduct their own intensive fundamental research into individual companies. They look for bonds issued by businesses whose ability to repay debt is stable to improving, but this has not been recognised by other investors – creating a mispricing opportunity.

They seek to outperform their peers through this rigorous analysis of companies, while at the same time adjusting the overall level of risk taken and the sectors in which the fund invests to reflect their detailed assessment of macroeconomic and geopolitical drivers.

Read more

Brian G. Gelfand

Fixed Interest

Brian G. Gelfand

Fixed Interest

Steven J. Purdy

Fixed interest

Michael R. Carrion

Fixed interest

Russel Higgins

Fixed interest
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Documents

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Fact Sheets
IFSL Marlborough High Yield Fixed Interest Class P.pdf
IFSL Marlborough High Yield Fixed Interest Class A.pdf
Key Investor Information Documents
IFSL Marlborough Global High Yield Bond Fund (previously IFSL Marlborough High Yield Fixed Interest Fund) Class P Units.pdf
IFSL Marlborough Global High Yield Bond Fund (previously IFSL Marlborough High Yield Fixed Interest Fund) Class A Units.pdf
Prospectus
IFSL Marlborough UCITS Prospectus.pdf
Report & Accounts
IFSL Marlborough High Yield Fixed Interest Fund - interim.pdf
IFSL Marlborough High Yield Fixed Interest Fund - annual.pdf
Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
IFSL Marlborough Value Assessment
TCFD Reporting
TCFD Glossary
IFSL Marlborough High Yield Fixed Interest
Supplementary Information Document
Supplementary Information Document
Application Forms
UT OEIC Corporate application form
Withdrawl form
Addional Permitted Subscription (APS) transfer form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA transfer form
Top up form
Switch Conversion form
Junior ISA application form
ISA transfer form
ISA application form
Additonal Permitted Subscription (APS) request form
Additional Permitted Subscription (APS) application form
Facilitated Charging Documents
Facilitated Adviser Charging Documents
Tax Residency Self Certification
Individual Self-Certification Form
Entity Self-Certification Form
Controlling Person Self-Certification Form

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.  All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios.  All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios.  All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.