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Marlborough US Focus Fund
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Overview
The Boston-based managers of Marlborough US Focus Fund (formerly US Multi-Cap Income) invest in a conviction portfolio of high-quality, well-managed US businesses that are already making a profit and paying stable or growing dividends.
Brad Weafer, Tim Farina and Tim Robinson select their portfolio of 25-45 companies from around 4,000 US stocks. They use rigorous fundamental analysis to identify key attributes including stable demand for market-leading products, recurring revenue, pricing power and a conservative balance sheet. The team will only invest in companies with strong growth prospects, with a forecast internal rate of return in the mid-teens being the required minimum.
The aim of this approach is to reward investors with above-average returns through the different stages of the investment cycle. At the same time, the team’s long-term, low-turnover approach is designed to reduce risk and help protect the portfolio during periods of market uncertainty.
Read more
Brad Weafer
International Equity
Brad Weafer
International Equity
Tim Farina
International Equity
Tim Robinson
International Equity
Documents
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Fact Sheets
IFSL Marlborough US Focus Fund Class P.pdf
Key Investor Information Documents
PRIIPs KIDs
No items found.
Prospectus
IFSL Marlborough UCITS ii Prospectus.pdf
Supplemental Prospectus
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Report & Accounts
Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
IFSL Marlborough Value Assessment
Supplementary Information Document
Supplementary Information Document
Application Forms & User Guides
Addional Permitted Subscription (APS) transfer form
Additional Permitted Subscription (APS) application form
Additonal Permitted Subscription (APS) request form
ISA APS Application Form User Guide
ISA Application Form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA Transfer form User Guide
ISA Trust Form User Guide
ISA application form
ISA transfer form
Junior ISA Application Form User Guide
Junior ISA application form
Switch Conversion form
Top up form
UT OEIC Application Form User Guide
UT OEIC Corporate Form User Guide
UT OEIC Corporate application form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA Transfer Form User Guide
Unit Trust OEIC to ISA transfer form
Withdrawl Form User Guide
Withdrawl form
Facilitated Charging Documents
Facilitated Adviser Charging Documents
Tax Residency Self Certification
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.
Fund update: We've made some changes to our US fund
We're pleased to share some changes to our US equity fund. The fund formerly known as
'IFSL Marlborough US Multi-Cap Income' is now called 'IFSL Marlborough US Focus'.
Find out more
Quarterly investment update
Other Insights
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