Marlborough Extra Income P Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.96%
  • 3 Year sharpe0.56
  • 3 Year alpha-0.56
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.97%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupMarlborough
  • DomicileUnited Kingdom
  • ISINGB00B8DGH325

Investment Strategy

The aim of the Fund is to pay an income in excess of that of the FTSE All Share Index over any 3 year period whilst taking less risk, after any charges have been taken out of the Fund. The Fund also aims to deliver capital growth, that is to increase the value of your investment, over a period of 5 or more years.

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