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IFSL Marlborough Global Fund Class P - Accumulation (GBP)

Sell:326.95p Buy:326.95p Change: 1.33p (0.41%)
Prices as at 17 August 2022
Sell:326.95p
Buy:326.95p
Change: 1.33p (0.41%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 17 August 2022
Sell:326.95p
Buy:326.95p
Change: 1.33p (0.41%)
Prices as at 17 August 2022
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
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

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

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

17/08/17 to 17/08/18 17/08/18 to 17/08/19 17/08/19 to 17/08/20 17/08/20 to 17/08/21 17/08/21 to 17/08/22
Annual return 6.46% 1.54% 4.44% 22.84% -4.62%

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: Gurjit Soggi
Manager start date: 22 February 1999
Manager located in: Lichfield

Gurjit is Marlborough's Head of Multi-Asset, with responsibility for both our fund of funds range and managed portfolio service. He joined the investment team in 1996 after graduating from the University of the West of England with a BA (Hons) in financial services. During more than 20 years managing multi-asset portfolios, he has developed a pragmatic, research-driven investment style.

manager photo
Manager Name: Nathan Sweeney
Manager start date: 10 January 2022
Manager located in: London

Deputy Chief Investment Officer of Multi-Asset Nathan has more than 20 years' investment management experience. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree. He holds diplomas in mutual funds and financial services from Dublin Business School. Nathan holds the CFA Society's Investment Management Certificate and the Certificate in ESG Investing. Nathan manages our offshore multi-asset funds and Managed Portfolio Services and is our sector specialist for North American equities and specialist investments.

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