IFSL Marlborough US Focus Fund Class P Acc

The IFSL Marlborough US Focus Fund primarily invests in a concentrated selection of 25 to 45 U.S.-listed companies, with at least 80% of its holdings in large, established firms based in the United States or with significant U.S. operations. While the fund focuses on larger companies, it also includes small and medium-sized businesses to diversify its portfolio. Additionally, up to 20% of the investments may be allocated to securities like investment-grade bonds, convertible bonds, or preference shares, and up to 10% can be invested in other funds that provide exposure to North American companies. The fund may also hold some cash or money market instruments to maintain liquidity.