Marlborough ETF Global Growth B
Latest (Mid) Price:
GBX 181.60
Day Change:
+0.16%
| Shares Class | Inc. |
|---|---|
| Yield | 0.16 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 1,797,685.09 | Launch Date | 26/07/2006 | Standard Initial Charge (%) | 0.50 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 50,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B195JK59 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.5800 (on 30/11/2018) |
Fund Objective
The investment objective of the Fund is to prioritise capital growth. It is intended that this objective will be achieved by the Fund investing primarily in either single country or regional market based Exchange Traded Funds.
Fund Managers
Nigel Baynes
Nigel started his career in the industry as a software specialist developing portfolio management solutions for an asset management company. He worked as an investment analyst and then fund manager before setting up iFunds in 2001. With the growth in the ETF market, and ongoing development of the company's proprietary software based investment process, iFunds was able to team up with Marlborough and launch a range of actively managed ETF funds.
Stacey Ash
Stacey has over 20 years' experience in the financial services industry. He has worked both on the fund management and marketing side of the business and holds the Securities Institute Securities and Derivatives Certificates as well as the Investment Management Certificate. He has been a director of Aberdeen Unit Trust Management and more recently a director of IG Index, where he was a participant in its management buyout.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
| Name | Weight |
|---|---|
| ISHARES PLC ISHARES ASIA PACIF | 23.66% |
| SSGA SPDR ETFS EUROPE I PLC SP | 21.64% |
| SSGA SPDR S&P US DIVIDEND ARIS | 18.41% |
| ISHARES II PLC £ INDEX-LINKED | 17.22% |
| INVESCO PHYSICAL GOLD ETC GBP | 8.24% |
| ISHARES III PLC GLOBAL AGGREGA | 4.58% |
| ISHARES PHYSICAL SILVER ETC GB | 3.88% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
