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Marlborough Global Bond Inc

Ranked 24 out of 114 in - Global over 12 months
All calculations are in GBP

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.

Performance

Global over : 31/10/2013 - 31/10/2014
  • Rank 24/114 Total Return
  • Rank 75/114 Standard Deviation
  • Rank 71/114 Max Drawdown
Fund Name Return
22 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

5.9%

23 M&G Global Corporate Bond GBP A-H Acc

5.9%

24 Marlborough Global Bond Inc

5.7%

25 Vanguard Global Bond Index GBP Acc

Currency exposure is hedged

Currency exposure is hedged

5.7%

26 PIMCO Select Global Bond Ret GBP Acc

5.7%

Fund Name Loss
69 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

-2.9%

69 Smith & Williamson Medium Dated Corporate Bond B

-2.9%

71 Marlborough Global Bond Inc

-3.0%

72 Loomis Sayles Strategic Income Fund H-N/D(GBP)

Currency exposure is hedged

Currency exposure is hedged

-3.1%

73 Smith & Williamson Gbl Gov Bond A GBP Inc

-3.1%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 8.9% 3.3% 2.2% 2.1% 1.0%
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

Related News

Marlborough acquires Sun Life of Canada's funds arm

Marlborough has acquired Sun Life Financial of Canada's (SLFC) fund management arm for an undisclosed sum.

AAA Fund Manager Interview: Geoff Hitchin, Marlborough

Higher yielding bonds look expensive at their current prices, according to Marlborough Global Bond fund manager Geoff Hitchin.

Marlborough to ‘blend’ FoFs

Marlborough Fund Managers will launch a ‘blending’ service on its fund of funds and Income range in a move into traditional IFA territory.

Fund Manager of the Day: AA rated Geoffrey Hitchin, Marlborough

Born in Clitheroe in 1942, bond manager Geoffrey Hitchin was educated at Brentwood School in Essex before going on to study accountancy.

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