IFSL Marlborough Extra Income Fund Class P Acc

The IFSL Marlborough Extra Income Fund primarily allocates 70–85% of its investments to shares of UK-based companies and investment trusts, ensuring that at least 80% are listed, incorporated, or headquartered in the UK. Additionally, the fund invests up to 30% in high-quality GBP-denominated bonds issued by reliable companies and institutions, occasionally including lower-rated bonds. It may also include overseas-listed securities and performance-linked instruments like warrants and preference shares to enhance income potential while maintaining a focused and diversified portfolio.