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IFSL Marlborough Global SmallCap Class X - Accumulation (GBP)

Sell:134.99p Buy:134.99p Change: 2.41p (1.75%)
Prices as at 16 May 2024
Sell:134.99p
Buy:134.99p
Change: 2.41p (1.75%)
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 16 May 2024
Sell:134.99p
Buy:134.99p
Change: 2.41p (1.75%)
Prices as at 16 May 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

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

17/05/19 to 17/05/20 17/05/20 to 17/05/21 17/05/21 to 17/05/22 17/05/22 to 17/05/23 17/05/23 to 17/05/24
Annual return n/a n/a n/a n/a 33.08%

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: Tobias Bucks
Manager start date: 20 September 2022
Manager located in: TBC

Tobias is a graduate of Edinburgh University and has worked in investment since 2005. He was a fund manager running global equity strategies at Newton Investment Management before joining Barings, where he was second in command of the global small & mid-cap team. In 2017, he joined Ausbil, where he is a Portfolio Manager focused on global small caps. Tobias co-manages the Global SmallCap Fund.

manager photo
Manager Name: Simon Wood
Manager start date: 20 September 2022
Manager located in: TBC

Simon graduated from the University of Brighton with a degree in Accounting and Finance and has worked in investment since 2001. He spent 11 years at Barings, where he was a Director in the Global Quantitative Research Team, before joining AMP Capital as an investment consultant. In 2017, he joined Ausbil, where he is a Portfolio Manager focused on global small caps. Simon co-manages the Global SmallCap Fund.

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