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
0.64
3 Year Alpha
1.25
Yield
2.6 %
Benchmark
IA Global Bonds
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.
Holding %
United Kingdom of Great Britain and Northern Ireland 4.5% 1.70 %
United States Treasury Bonds 2.25% 1.68 %
U.S. Treasury Security Stripped Interest Security 0.83 %
Tesco Personal Finance plc 5% 0.77 %
Pennon Group Plc 2.88% 0.76 %
EDP Finance B.V. 8.62% 0.71 %
Sky Limited 0.62 %
WELLTOWER INC 4.5% 0.60 %
FCA Bank S.p.A. Irish Branch 1.62% 0.59 %
CRH Finance Plc 4.12% 0.59 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Danny Fox
Joined 11/01/2018

Danny began his career in fund management in 1993 after graduating with a BSc. Honours in Business, Finance & Economics from the University of East Anglia. After eight years at Sun Alliance (later to become RSA) Investment Management, where he managed government and corporate bond funds, he moved to Rothschild Asset Management to specialise in managing corporate bond portfolios. Danny then managed bond funds for Insight Investment, following its acquisition of Rothschild. More recently, he has managed bond portfolios at Co-operative Asset Management and worked on the construction of a golf course. Danny joined Marlborough in 2018 as Assistant Fund Manager.

Niall McDermott
Joined 11/01/2018

Niall graduated with a master’s degree in Investment Fund Management from the University of Glasgow and joined Marlborough in 2016 as an investment analyst. His role is to develop investment recommendations and assist in the day-to-day running of the funds. Niall has successfully completed Level III of the CFA programme.

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.

Data provided by Morningstar.

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