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Marlborough Global Bond Inc

Ranked 8 out of 112 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 : 31/12/2013 - 31/12/2014
  • Rank 8/112 Total Return
  • Rank 57/112 Standard Deviation
  • Rank 37/112 Max Drawdown
Fund Name Return
6 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

10.7%

7 Henderson High Alpha Credit I Acc Gross

10.5%

8 Marlborough Global Bond Inc

10.5%

9 Smith & Williamson Gbl Gov Bond A GBP Inc

10.1%

10 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

9.5%

Fund Name Risk
55 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

0.9

56 Invesco Perpetual Glbl Financial Cap Acc

0.9

57 Marlborough Global Bond Inc

0.9

58 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

0.9

59 Henderson Overseas Bond I Net Acc

0.9

59 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

0.9

Fund Name Loss
35 Carmignac Pfl Global Bond F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-0.6%

36 HSBC ISF MultiAlpha Global Aggregate Bond XHGBP

Currency exposure is hedged

Currency exposure is hedged

-0.6%

37 Marlborough Global Bond Inc

-0.6%

38 AllianceBernstein-Gl Plus Fixed Income Pf 1 GBP H

Currency exposure is hedged

Currency exposure is hedged

-0.7%

39 FP Russell Defensive Assets A Acc

-0.7%

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
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 size17Mn
  • 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).