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Marlborough Global Bond Inc

Ranked 35 out of 135 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 : 31/10/2015 - 31/10/2016
  • Rank 35/135 Total Return
  • Rank 83/135 Standard Deviation
  • Rank 2/135 Max Drawdown
Fund Name Currency Return
33 Templeton Global Bond A (Mdis) GBP GBP

24.7%

34 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

23.9%

35 Marlborough Global Bond Inc GBP

20.8%

36 Thesis PM A Acc GBP

17.8%

37 Fidelity UK Investment Grade Long Credit Acc GBP

16.2%

Fund Name Currency Risk
81 Calamos Global High Yield I GBP Dis GBP

5.7

82 GSLIF Gl Multi-Sector Credit Pf (Lux) I GBP-H QDis

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

83 Marlborough Global Bond Inc GBP

5.8

84 PIMCO GIS Diversified Income Dur Hdg I GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.9

85 Henderson High Alpha Gilt Y Acc Gross GBP

5.9

Fund Name Currency Loss
1 Amundi Oblig Internationales GBP I GBP

-0.2%

2 Marlborough Global Bond Inc GBP

-0.2%

3 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

4 European Wealth Sterling Bond A Acc GBP GBP

-0.4%

5 Dodge & Cox Worldwide Global Bond GBP Dist GBP

-0.4%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 4.3% 6.2% 6.6%
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 size197Mn
  • 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).