Marlborough Global Bond Fund Class P Acc

A very diversified portfolio of bonds from around the world, including the UK. A good way to diversify bond exposure. It has almost 50 holdings – more than most comparable funds.

Name
Marlborough Global Bond Fund Class P Acc
Manager
Marlborough Fund Managers Limited
Type
Unit Trust
ISIN
GB00B6ZDFJ91
Sector
Global Bonds
Launched
31/12/2012
OCF
0.43 %
Risk Rating
4
3 Year Sharpe
0.83
3 Year Alpha
2.44
Yield
3 %
Benchmark
IA Global Bonds
The investment objective is to provide both income and capital growth.
Holding %
Tesco Personal Finance plc 5% 0.67 %
Sky Limited 0.65 %
CRH Finance Plc 4.12% 0.65 %
McDonald's Corporation 5.88% 0.60 %
Walgreens Boots Alliance, Inc. 3.6% 0.58 %
Beazley Plc 5.38% 0.57 %
U.S. Treasury Security Stripped Interest Security 0.56 %
Verizon Communications Inc. 3.38% 0.54 %
FCA Bank S.p.A. Irish Branch 1.62% 0.51 %
WELLTOWER INC 4.5% 0.51 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Geoff Hitchin
Joined 08/05/1987

Geoff spent nearly 20 years as a tax officer and tax consultant before founding Marlborough Fund Managers in 1986 and launching the Marlborough Global Bond Fund in the following year.

Data provided by Morningstar.

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