fund
IFSL MARLBOROUGH UK MULTI-CAP GROWTH A
Multicap UK equity fund aiming for capital growth.
PRICE (INC)
359.07p
PRICE (ACC)
-
INITIAL CHARGE
5%
0%
ANNUAL MANAGEMENT CHARGE
1.5%
ONGOING CHARGE
1.55%
YIELD
0.1%
1 YEAR
1.35%Prices as at 04 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a period of 5 or more years. The Fund aims to deliver greater returns than the FTSE All-Share Index over any 3 year period after charges, however, there is no certainty this will be achieved. The Fund will invest at least 80% in the shares of companies and investment trusts listed on UK stock exchanges. This will include a range of small, medium and large companies.
Fund summary
| Sector | UK All Companies |
|---|---|
| Structure | UNIT TRUST |
| Launched | July 1995 |
| Size | £168m |
| Yield | 0.1% |
| Dividends paid | 20 May, 20 Nov |
Charges
| Standard Initial Charge | 5% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.5% |
| Ongoing Charges Figure | 1.55% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning