U.S. markets closed

Marlborough Balanced V USD Acc (0P0001M564)

Other OTC - Other OTC Delayed Price. Currency in USD
1.0142+0.0027 (+0.27%)
At close: 04:00PM EDT

Marlborough Balanced V USD Acc

Dublin 2

7/8 Mount Street Upper

Management Information
,Lead Manager since December 31, 2020
Gurjit has more than 25 years’ investment management experience. He joined Marlborough’s investment team in 1996 and has been a portfolio manager since 1999. He graduated from the University of the West of England with a BA (Hons) in financial services. Gurjit manages our UK-domiciled multi-asset funds and is our sector specialist for European equities, UK investment grade corporate bonds and UK property.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyIFSL International Limited
Net AssetsN/A
YTD Return2.25%
Morningstar RatingN/A1
Inception DateApr 30, 2019

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001M564Category Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A