Marlborough UK Micro-Cap Growth Fund Class P Acc

Managed by Giles Hargreave and Guy Feld, it aims to provide a total return of capital and income in excess of that achieved by the FTSE Small Cap Index (excluding investment companies) over the medium to long term. Inc class is not available.

Name
Marlborough UK Micro-Cap Growth Fund Class P Acc
Manager
Marlborough Fund Managers Limited
Type
Unit Trust
ISIN
GB00B8F8YX59
Sector
UK Smaller Companies
Launched
31/12/2012
OCF
0.78 %
Risk Rating
2
3 Year Sharpe
1.08
3 Year Alpha
7.64
Yield
0.5 %
Benchmark
FTSE Small Cap Ex Invest Trust TR GBP
The aim of the Fund is to increase the value of your investment by more than any increase in the FTSE SmallCap Index (ex-Investment Companies), after any charges have been taken out of the Fund, over any 5 year period. However, there is no certainty this will be achieved.
Holding %
AB Dynamics PLC 1.89 %
Future PLC 1.86 %
IMImobile PLC 1.84 %
S4 Capital PLC 1.78 %
IG Design Group PLC 1.59 %
Games Workshop Group PLC 1.58 %
discoverIE Group PLC 1.57 %
Augean PLC 1.45 %
Alpha FX Group PLC 1.35 %
Serica Energy PLC 1.35 %
Region %
United Kingdom 88.84 %
Sector %
Industrials 20.77 %
Consumer Cyclical 17.91 %
Technology 17.19 %
Financial Services 10.18 %
Healthcare 9.72 %
Communication Services 9.14 %
Basic materials 6.69 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Guy Feld
Joined 02/01/2012

Guy, a graduate of Oxford University, has over 25 years' City experience dedicated to the research and fund management of small and mid-cap equities. He joined the investment team in 2003 and has a particular focus on the tech sector and other "New Economy" and growth companies.

Giles Hargreave
Joined 10/04/2004

Giles Hargreave is head of the UK equity funds team and is a higly experienced small cap investor. He has managed Marlborough Special Situations since 1998 and now runs the fund jointly with Eustace Santa Barbara.

Data provided by Morningstar.

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