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Marlborough Bond Income Fund
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Overview
Marlborough Bond Income is designed to produce a high level of income while also providing the potential for capital growth. At least 80% of the fund will be invested in bonds issued by companies and institutions. These will be investment-grade bonds, which are loans issued by entities that have a high capacity to repay the debt. The fund may also invest in sub-investment grade bonds which can be more vulnerable to changing economic conditions, bonds issued by governments, shares (including preference shares and permanent interest-bearing shares), bonds which may be converted into shares (known as convertible bonds) and money market instruments (which are shorter term loans).
The managers take a cautious approach, with a focus on capturing gains in positive markets while limiting the effects when they fall.
They are flexible and adaptable in selecting bonds for the portfolio, identifying the most attractive yields available relative to the risk taken. The portfolio is diversified across around 80 holdings.
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Niall McDermott
UK Fixed Interest & Global Fixed Interest
James Athey
UK Fixed Interest & Global Fixed Interest
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.
Risk Warning
Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.