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Marlborough Global Bond Inc

Ranked 31 out of 110 in - Global over 12 months
All calculations are in GBP

Managed by

Geoff Hitchin

Geoff Hitchin was born in Clitheroe in 1942 and attended Brentwood school in Essex. On completing school he became a trainee accountant. He focused on tax and worked as a tax officer/consultant for nearly 20 years before setting up Marlborough Fund Managers Ltd and the Marlborough Global Bond Fund in 1987 to provide tax efficient savings for his clients. In 1998 he started the Marlborough Bond Income Fund, a corporate bond fund which he continues to run alongside various other Marlborough funds.

Nicholas Cooling

Nicholas Cooling was born in Liverpool in 1964 and was educated at Monmouth School. After graduating from Portsmouth University in 1985 with a BA (Hons) degree in geography, Nicholas joined Lloyds Life Assurance Limited in Peterborough. In 1991 Nicholas joined, as a fund manager, the asset management company which later became Marlborough Investment Management Limited. He was responsible for a total re-organisation of its investment processes, the positive results of which formed the platform for significant expansion of the business. He was appointed investment director of Marlborough Fund Managers Limited during 1998. On a day-to-day basis Nicholas, together with colleagues Gurjit Soggi and Raj Manon, is responsible for the management of Marlborough’s three risk graded Fund of Funds products. He is the front line manager for the Marlborough Balanced Fund.

Objective

The objective of the scheme is to provide both income and capital growth by investing mainly in fixed interest securities.

Performance

Global over : 31/08/2013 - 31/08/2014
  • Rank 31/110 Total Return
  • Rank 75/110 Standard Deviation
  • Rank 67/110 Max Drawdown
Fund Name Return
29 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

7.4%

30 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged

7.3%

31 Marlborough Global Bond Inc

7.2%

32 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

7.2%

33 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

7.1%

Fund Name Loss
65 Smith & Williamson Medium Dated Corporate Bond B

-2.9%

66 Wells Fargo (LUX) WW Glbl Oppty Bd A GBP Acc Hdge

Currency exposure is hedged

Currency exposure is hedged

-2.9%

67 Marlborough Global Bond Inc

-3.0%

68 Carmignac Pfl Global Bond F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-3.1%

69 Smith & Williamson Gbl Gov Bond A GBP Inc

-3.1%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.5% 3.3% 2.2% 2.8%
2013 -1.9% 4.9% -5.2% -0.8% -0.6%
2012 10.8% 1.4% 1.7% 4.1% 3.2%
2011 6.1% 0.1% 5.3% -1.3% 2.0%
2010 15.3% 8.1% 0.2% 5.0% 1.4%
2009 8.3% -4.7% -2.6% 14.0% 2.4%
2008 19.0% 6.6% -2.0% -0.6% 14.7%
2007 3.5% 1.0% -3.0% 4.0% 1.7%
2006 -5.7% -2.1% -3.9% 2.5% -2.1%
2005 14.4% 1.5% 7.4% 3.1% 1.8%
2004 5.2% -0.5% -5.2% 9.6% 1.7%
2003 7.4% 4.0% 4.7% -0.8% -0.6%
2002 6.0% 1.1% 4.9% 0.0% -0.2%
2001 8.1% 4.1% 0.1% 1.7% 2.1%
2000 14.3% 2.5% 2.9% 3.8% 4.5%
1999 -2.4% 0.7% -1.2% -2.6% 0.7%
1998 17.0% 4.9% 2.6% 3.7% 4.9%
1997 12.9% 0.9% 1.9% 7.4% 2.3%
1996 1.1% -0.4% -0.4% 2.5% -0.5%
1995 7.2% 0.0% 7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/08/1987
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB0003474730

Purchase Info

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

Charges

  • Annual management1.1%
  • Initial investment5

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