Audience Selected - Individual

Marlborough Far East Growth Fund

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Nav Price (GBP)
129.72p
Change (%)
129.72p
Volatility
9.00
Yield
0.04
Price Date
20/04/2023
Currency
GBX
Factsheet
KIID
PRIIP KID
Prospectus
Managers Report
Semi Annual Report

Overview

Marlborough Far East Growth is focused on identifying exceptional companies in the Asia-Pacific region, excluding Japan. It is managed by a highly experienced team at Hong Kong’s BEA Union Investment, which is a joint venture by one of Germany’s largest asset managers, Union Investment, and Hong Kong’s biggest independent bank, the Bank of East Asia.

Fund manager Szu Fuei Chong and her team draw on the considerable global macroeconomic research resources of Union Investment, which they combine with their own detailed company analysis to construct a portfolio of between 50 and 70 businesses they believe have outstanding growth potential.

The team’s approach is designed to ensure the fund is invested in the companies with the strongest growth potential at each stage in the economic cycle.

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Szu Fuei Chong

International Equity

Szu Fuei Chong

International Equity
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Documents

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Fact Sheets
IFSL Marlborough Far East Growth Class P.pdf
Key Investor Information Documents
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
Prospectus
IFSL Marlborough No 2 OEIC Prospectus.pdf
Report & Accounts
IFSL Marlborough No 2 OEIC - interim.pdf
IFSL Marlborough No 2 OEIC - annual.pdf
Fund Charges & Costs
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Value Assessment Reports
IFSL Marlborough Value Assessment
TCFD Reporting
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Supplementary Information Document
Supplementary Information Document
Application Forms
UT OEIC Corporate application form
Withdrawl form
Addional Permitted Subscription (APS) transfer form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA transfer form
Top up form
Switch Conversion form
Junior ISA application form
ISA transfer form
ISA application form
Additonal Permitted Subscription (APS) request form
Additional Permitted Subscription (APS) application form
Application Form User Guides
UT OEIC Corporate Form User Guide
Withdrawl Form User Guide
Unit Trust OEIC to ISA Transfer Form User Guide
UT OEIC Application Form User Guide
ISA Trust Form User Guide
Junior ISA Application Form User Guide
ISA Transfer form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA APS Application Form User Guide
ISA Application Form User Guide
Facilitated Charging Documents
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Tax Residency Self Certification
Individual Self-Certification Form
Entity Self-Certification Form
Controlling Person Self-Certification Form

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.