Audience Selected - Intermediary

Marlborough Global Bond Fund

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
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 Bond invests in a highly diversified portfolio of around 200 bonds issued by companies and governments around the world, with the aim of delivering a combination of income and capital growth.

The fund managers construct a core portfolio of corporate bonds and then use an overlay of liquid government bonds to achieve the desired duration and yield curve positions for each of the major currency groupings. They will make tactical adjustments to the portfolio when they identify attractive value opportunities around the globe.

The maximum allocation to corporate bonds is 90% of the portfolio, with the remainder held in cash and/or investment-grade government bonds. No more than 25% of the fund will be invested in bonds rated below investment grade.

Read more

James Athey

UK Fixed Interest & Global Fixed Interest

James Athey

UK Fixed Interest & Global Fixed Interest

Niall McDermott

UK Fixed Interest & Global Fixed Interest

Documents

No items found.
Fact Sheets
No items found.
Key Investor Information Documents
No items found.
Prospectus
No items found.
Report & Accounts
No items found.
Fund Charges & Costs
No items found.
Value Assessment Reports
No items found.
TCFD Reporting
No items found.
Supplementary Information Document
No items found.
Application Forms
No items found.
Application Form User Guides
No items found.
Facilitated Charging Documents
No items found.
Tax Residency Self Certification
No items found.

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.

Other Insights

No items found.