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Marlborough Extra Income

Ranked 228 out of 252 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Nigel Beidas

Nigel Beidas started his investment career in the City, where he worked between 1981 and 1991 for a Canadian insurance company. He started as a research analyst, took over the management of a unit trust in 1984 and went on to become head of UK equities, responsible for a team managing over £2 billion of assets. In 1991 he moved to north Wales and joined Nelson Money Managers in Chester where he was responsible for managing fixed income investments for retired private clients. He left in 1997 and joined Hargreave Hale where he is now manager of the north Wales branch.

Andrew Moffat

Andrew Moffat currently manages the CIS UK Growth Trust, having previously managed the UK Income with Growth Trust for 11 years. Andrew has over 25 years of industry experience. He previously worked for Equitable Life as UK fund manager and trained as an investment analyst with Confederation Life in the City. He qualified as an associate member of the Society of Investment Analysts in 1990 and is an ongoing Associate of the CFA, UK. He has a BA in Economics and an MA in Finance & Investment.

Matthew Rainbird

Matthew Rainbird joined Hargreave Hale in April 2008 where he is now an investment manager responsible for the management of private client portfolios as well as assisting in the management of the Marlborough Extra Income Fund. Prior to joining Hargreave Hale he worked at a major private client stockbroker for four years where he was part of a team managing pension funds, charitable funds and private client portfolios.

Objective

The Fund aims to provide both income and capital growth by investing in high yielding shares, corporate loan stocks and preference shares. The fund may invest in derivatives and forward transactions for the reduction of risk or costs, or the generation of additional capital or income with an acceptably low level of risk.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2017 - 31/05/2018
  • Rank 228/252 Total Return
  • Rank 127/252 Standard Deviation
  • Rank 240/252 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 13.7% 4.0% 3.7% 2.0% 3.4%
2016 6.1% -1.0% -0.7% 8.0% 0.0%
2015 5.8% 4.9% -0.8% -1.9% 3.6%
2014 4.4% 1.0% 1.5% -0.8% 2.7%
2013 20.5% 8.0% -0.1% 5.9% 5.5%
2012 17.9% 6.9% -1.4% 7.7% 3.9%
2011 0.6% 1.0% 2.1% -7.2% 5.2%
2010 14.2% 3.9% -2.7% 8.2% 4.4%
2009 13.9% -12.4% 11.7% 13.1% 3.0%
2008 -20.0% -5.8% -4.2% -4.5% -7.2%
2007 -5.9% 1.1% -1.2% -3.9% -2.1%
2006 15.7% 4.6% -1.5% 5.8% 6.2%
2005 17.2% 5.0% 3.6% 3.5% 4.1%
2004 14.2% 4.4% 1.6% 1.7% 5.9%
2003 7.9% -4.3% 10.0% 0.4% 2.0%
2002 -4.6% 2.5% 2.2% -7.7% -1.4%
2001 2.8% -2.1% 6.4% -4.6% 3.4%
2000 -0.6% -8.1% 6.8% -0.7% 2.1%
1999 -7.2% 0.1% 2.3% -5.2% -4.3%
1998 13.5% 11.3% 4.8% -4.2% 1.7%
1997 22.3% 2.7% 1.8% 10.2% 6.2%
1996 14.6% 0.8% 4.0% 2.0% 7.1%
1995 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/08/1995
  • Share Class size54Mn
  • Base currencyGBX
  • ISIN GB0005662894

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).