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ii Super 60 - Marlborough Global Bond

ii Super 60 investments:
Marlborough Global Bond

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Asset Group Asset Sub-Group Investment Category
Fixed Income Global bonds Income

Selection rationale:
A one-stop-shop for cautious bond investors, the fund’s managers adopt a cautious approach to investing that aims to capture gains when markets rise while protecting investors’ money when they fall.

At the helm is Geoff Hitchin, who helped with the fund’s launch in 1987 and has now run it for more than 30 years. He was joined by co-manager Nicholas Cooling in 1999. The fund is relatively high yielding and pays income half yearly.

The pair invests across the globe in bonds with different maturities and credit ratings and in different currencies. The fund has a large number of holdings – considerably more than most comparable funds and no individual investment is large. They believe that by holding a good spread and selecting individual bonds carefully, they can manage volatility and achieve consistent performance.

Marlborough Global Bond is a record-breaker among our award winners, having picked up the Best Global Bond Fund award in six out of the past seven years (2016 being the exception).

Although it is far from the top performer in the IA Global Bonds sector, the awards panel overruled the statistics with a qualitative view in 2018, favouring the broader-based, more conservative Marlborough fund.

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The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided are a “personal recommendation”, therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.