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Marlborough Global Bond Inc

Ranked 39 out of 121 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

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.

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.

Objective

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

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2015 - 30/04/2016
  • Rank 39/121 Total Return
  • Rank 59/121 Standard Deviation
  • Rank 48/121 Max Drawdown
Fund Name Currency Return
37 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

38 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

39 Marlborough Global Bond Inc GBP

3.0%

40 JPM Global ex-UK Bond A Acc GBP

2.9%

40 Aviva Investors Global Fixed Income Hedged SC 3

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9%

Fund Name Currency Risk
57 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1

58 JPM Income A Net Acc GBP

4.2

59 Marlborough Global Bond Inc GBP

4.2

60 Morgan Stanley Global Fixed Income Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.4

61 Mirabaud-Global Strategic Bond Fund-AH Cap GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

Fund Name Currency Loss
46 Hermes Multi Strategy Credit F GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

46 Pioneer SICAV Global Aggregate Bond N No Dis GBP GBP

-3.3%

48 Marlborough Global Bond Inc GBP

-3.5%

49 F&C Global Bond 1 Inc GBP

-3.5%

50 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 4.3%
2015 1.0% 4.6% -5.2% 0.6% 1.2%
2014 10.5% 3.3% 2.2% 2.1% 2.4%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/08/1987
  • Share Class size124Mn
  • Base currencyGBP
  • ISIN GB0003474730

Purchase Info

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

Charges

  • Annual management1.13%
  • Initial investment5

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