Marlborough Global Bond P Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.50%
  • 3 Year sharpe0.59
  • 3 Year alpha1.13
  • Distribution Typeaccumulation
  • BenchmarkIA Global Bonds
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.43%
  • IA SectorGlobal Bonds
  • Manager GroupMarlborough
  • DomicileUnited Kingdom
  • ISINGB00B6ZDFJ91

Investment Strategy

The aim of the Fund is to provide both income, that is money paid out from an investment as interest, and capital growth, that is to increase the value of your investment. The Fund aims to outperform the average of the IA Global Bonds sector over any 5 year period, after any charges have been taken out of the Fund. However, there is no certainty this will be achieved.

ii Super 60 selected

This Fund is a member of our ii Super 60 rated list

Marlborough Global Bond is a one-stop shop for cautious bond investors, as the managers adopt a cautious approach to investing. They aim to capture gains when markets rise while protecting investors’ money when they fall. Its broader-based, conservative portfolio makes this a decent core holding. It pays a competitive yield of around 3% and distributes income half-yearly.

At the helm is Geoff Hitchin, who helped with the fund’s launch in 1987 and has now run it for 32 years. Nicholas Cooling, its co-manager since 1999, recently stepped down, with Danny Fox and Niall McDermott joining Marlborough in 2018 as assistant managers. They believe that by holding a good spread and selecting individual bonds carefully, they can manage volatility and achieve consistent performance.

The managers invest across the globe in bonds with different maturities and credit ratings, and in different currencies. The fund has around 450 holdings – considerably more than most comparable funds.

October 2020

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