We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

IFSL Marlborough Bond Income Class P - Income (GBP)

Sell:44.02p Buy:44.02p Change: No change
Prices as at 19 April 2024
Sell:44.02p
Buy:44.02p
Change: No change
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 19 April 2024
Sell:44.02p
Buy:44.02p
Change: No change
Prices as at 19 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. While they tend to offer lower yields than bonds issued by higher risk companies, prices of these bonds tend to be less volatile over time. We think a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

19/04/19 to 19/04/20 19/04/20 to 19/04/21 19/04/21 to 19/04/22 19/04/22 to 19/04/23 19/04/23 to 19/04/24
Annual return 1.46% 6.33% -8.14% -8.74% 6.67%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Danny Fox
Manager start date: 1 December 2018
Manager located in: N/A

Danny began his career in fund management in 1993 after graduating with a BSc. Honours in business, finance and economics from the University of East Anglia. After eight years at Sun Alliance (later to become RSA) Investment Management, where he managed government and corporate bond funds, he moved to Rothschild Asset Management to specialise in managing corporate bond portfolios. Danny then managed bond funds for Insight Investment, following its acquisition of Rothschild. More recently, he has managed bond portfolios at Co-operative Asset Management and worked on the construction of a golf course. Danny joined Marlborough in 2018 as Assistant Fund Manager of the Marlborough Global Bond and Marlborough Bond Income funds. He was appointed Manager of the Marlborough Bond Income Fund on 1st July 2021.

manager photo
Manager Name: Niall McDermott
Manager start date: 1 December 2018
Manager located in: N/A

Niall graduated with a master's degree in investment fund management from the University of Glasgow and joined Marlborough in 2016 as an investment analyst working on the Marlborough Global Bond and Marlborough Bond Income funds. During this time Niall successfully completed Level III of the CFA programme. He was appointed Assistant Fund Manager of the Marlborough Global Bond and Marlborough Bond Income funds on 1st July 2021.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now