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
1.06
3 Year Alpha
7.29
Yield
0.6 %
Benchmark
IA UK Smaller Cos
The investment objective of the Scheme is to provide a total return of capital and income in excess of the total return achieved by the FTSE SmallCap Index (ex Investment Companies), over the medium to long term.
Holding %
AB Dynamics PLC 2.35 %
IMImobile PLC 2.03 %
Future PLC 2.02 %
IG Design Group PLC 1.51 %
Games Workshop Group PLC 1.51 %
Next Fifteen Communications Group PLC 1.48 %
discoverIE Group PLC 1.39 %
GB Group PLC 1.39 %
Huntsworth PLC 1.35 %
RWS Holdings PLC 1.28 %
Region %
United Kingdom 88.97 %
Sector %
Technology 23.97 %
Consumer Cyclical 23.48 %
Industrials 16.79 %
Healthcare 9.20 %
Financial Services 9.06 %
Basic materials 8.51 %
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 20 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. Guy co-manages the Marlborough UK Micro-Cap Growth Fund with Giles Hargreave.

Giles Hargreave
Joined 10/04/2004

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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