Marlborough Special Situations B Acc

Name
Marlborough Special Situations B Acc
Manager
Marlborough Fund Managers Limited
Type
Unit Trust
ISIN
GB00B5KM1Q30
Sector
UK Smaller Companies
Launched
16/11/2009
OCF
1.03 %
Risk Rating
3
3 Year Sharpe
0.67
3 Year Alpha
5.33
Yield
0.9 %
Benchmark
IA UK Smaller Cos
The fund seeks to provide capital growth.
Holding %
JD Sports Fashion PLC 1.73 %
S4 Capital PLC 1.68 %
Oxford BioMedica PLC 1.59 %
Future PLC 1.57 %
Genus PLC 1.49 %
Fevertree Drinks PLC 1.46 %
Craneware PLC 1.40 %
Syncona Ord 1.33 %
Tarsus Group PLC 1.31 %
Aptitude Software Group PLC 1.28 %
Region %
United Kingdom 90.05 %
Sector %
Consumer Cyclical 24.24 %
Industrials 20.39 %
Technology 18.35 %
Healthcare 13.54 %
Consumer Defensive 5.85 %
Basic materials 5.38 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Eustace Barbara
Joined 12/31/2013

Eustace, a graduate of Harvard University, joined the investment team from Close Brothers in December 2013. He has worked as both an analyst and fund manager and has over 12 years’ experience on the buy-side.

Giles Hargreave
Joined 07/01/1998

Giles Hargreave is Chairman of Hargreave Hale Ltd. After starting his career in 1969 as an analyst with James Capel, Giles joined Management Agency and Music as a private fund manager in 1974 before founding Hargreave Investment Management in 1986. Giles then merged Hargreave Investment Management with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family, in 1988 and took over as Chief Executive. Giles chairs the investment committee's weekly meetings in which the team reviews existing and potential investments.

Data provided by Morningstar.

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