MFM UK Primary Opportunities P Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.26%
  • 3 Year sharpe0.43
  • 3 Year alpha3.65
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • IA SectorUK All Companies
  • Manager GroupMarlborough
  • DomicileUnited Kingdom
  • ISINGB00B905T773

Investment Strategy

The aim of the Fund is to outperform the FTSE All Share Index over any 5 year period, after any charges have been taken out of the Fund. However, there is no certainty this will be achieved. At least 80% of the Fund will be invested in the shares of companies and investment trusts listed on UK stock markets. These will be incorporated/ domiciled in the UK or will have significant business operations in the UK.

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