Audience Selected - Intermediary

Marlborough Global Innovation 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 Innovation invests in highly innovative companies at the forefront of waves of change reshaping the way we live and work.

Manager Guy Feld and his team invest in exceptional technology companies and other businesses putting great tech to work in new and creative ways. But their remit is much wider – they are also looking for companies with distinctive intellectual property that are breaking new ground in a broad range of other potential high-growth areas.

This is a high-conviction portfolio of 25 to 50 companies selected from around the globe, with a minimum of half of the fund expected to be invested in stocks listed in North America and the UK. At least 50% of the portfolio will be invested in smaller companies*, as Guy and the team seek to identify younger, growing businesses with the potential to become the giants of tomorrow.

*As defined by smaller companies indices in their respective country of listing at the time of the initial purchase.

Read more

Guy Feld

UK Equity

Documents

No items found.
Fact Sheets
IFSL Marlborough Global Innovation Class P.pdf
Key Investor Information Documents
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
PRIIPs KIDs
No items found.
Prospectus
IFSL Marlborough Global Innovation Fund Prospectus.pdf
Supplemental Prospectus
No items found.
Report & Accounts
IFSL Marlborough Global Innovation Fund - interim.pdf
IFSL Marlborough Global Innovation Fund - annual.pdf
Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
IFSL Marlborough Value Assessment
TCFD Reporting
TCFD Glossary
IFSL Marlborough Global Innovation
Supplementary Information Document
Supplementary Information Document
Application Forms & User Guides
Addional Permitted Subscription (APS) transfer form
Additional Permitted Subscription (APS) application form
Additonal Permitted Subscription (APS) request form
ISA APS Application Form User Guide
ISA Application Form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA Transfer form User Guide
ISA Trust Form User Guide
ISA application form
ISA transfer form
Junior ISA Application Form User Guide
Junior ISA application form
Switch Conversion form
Top up form
UT OEIC Application Form User Guide
UT OEIC Corporate Form User Guide
UT OEIC Corporate application form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA Transfer Form User Guide
Unit Trust OEIC to ISA transfer form
Withdrawl Form User Guide
Withdrawl 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
More offshore documents

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.