Marlborough UK Multi-Cap Growth P Inc

Name
Marlborough UK Multi-Cap Growth Fund Class P Inc
Manager
Marlborough Fund Managers Limited
Type
Unit Trust
ISIN
GB00B8CQP956
Sector
LC00000007
Launched
31/12/2012
OCF
0.82 %
Risk Rating
3
3 Year Sharpe
1.56
3 Year Alpha
9.58
Yield
0.6 %
Benchmark
IA UK All Companies
The fund seeks to provide medium to long term capital growth. The Manager intends to invest in an actively managed portfolio of small,medium and large cap UK equities, principally in companies which are amongst the leading companies in their business sector. The Scheme is permitted to invest in derivatives and forward transactions for the purposes of hedging only.
Holding%
Dechra Pharmaceuticals PLC3.37 %
Prudential PLC3.12 %
KAZ Minerals PLC2.83 %
ASOS PLC2.80 %
NMC Health PLC2.74 %
Worldpay Inc Class A2.63 %
RWS Holdings PLC2.55 %
Keywords Studios PLC2.50 %
Blue Prism Group PLC2.50 %
Scottish Mortgage Ord2.48 %
Region%
United Kingdom91.11 %
Sector%
Industrials22.22 %
Technology19.54 %
Financial Services19.30 %
Consumer Cyclical14.52 %
Healthcare8.87 %
Basic materials7.31 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Richard Hallett

Joined 01/08/2008

Richard qualified as a Chartered Accountant at Ernst & Young in 1994 and subsequently joined Singer & Friedlander in 1995 as a UK Equity fund manager. Since joining the investment team in 2005, Richard has established a strong and consistent track record as manager of the Marlborough UK Multi-Cap Growth Fund.

Data provided by Morningstar.

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