Soon we’ll not be supporting 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.

Skip to main content
  • Register
  • Help
  • Contact us

Marlborough Global Bond Inclusive - Class A - Income (GBP)

Sell:155.11p Buy:155.11p Change: 0.20p (0.13%)
Prices as at 30 July 2021
Sell:155.11p
Buy:155.11p
Change: 0.20p (0.13%)
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 30 July 2021
Sell:155.11p
Buy:155.11p
Change: 0.20p (0.13%)
Prices as at 30 July 2021
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

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

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

30/07/16 to 30/07/17 30/07/17 to 30/07/18 30/07/18 to 30/07/19 30/07/19 to 30/07/20 30/07/20 to 30/07/21
Annual return 4.66% -1.00% 9.37% 2.14% -2.60%

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.

Fund Management Group Comment

Marlborough Fund Managers was set up in 1986 and it launched its first unit trust in 1987. The company is privately owned and based in Bolton. It remains a small niche player but has some talented fund managers who we rate highly and has expanded its fund range successfully.

Information about the fund

Fund manager biography

manager photo
Manager Name: Geoff Hitchin
Manager start date: 5 August 1987
Manager located in: Bolton

Geoff spent nearly 20 years as a tax officer and tax consultant before founding Marlborough Fund Managers in 1986 and launching the Marlborough Global Bond Fund in the following year. He went on to set up the Marlborough Bond Income Fund in 1998. He is the Manager of the Marlborough Global Bond Fund.

manager photo
Manager Name: Niall McDermott
Manager start date: 1 November 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