IFSL Marlborough European Special Situations A Inc
Category Europe ex-UK Small/Mid-Cap Equity
Last buy/sell price
749.92p/749.92p
-6.82p (-0.90%)
Fund Code
0171973
GB0001719730
Prices updated as at 20 Mar 2025
|
Prices in GBX
Investment objective
The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a minimum of 5 years. At least 80% of the Fund will be invested in the shares of companies listed on European stock markets (excluding the UK). Of this, up to 90% will be in smaller companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Europe ex-UK Small/Mid-Cap Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 27.96 | 16.90 |
| 31 Dec 15 - 31 Dec 16 | 33.42 | 20.31 |
| 31 Dec 16 - 31 Dec 17 | 21.13 | 22.86 |
| 31 Dec 17 - 31 Dec 18 | -12.20 | -16.27 |
| 31 Dec 18 - 31 Dec 19 | 21.77 | 19.09 |
| 31 Dec 19 - 31 Dec 20 | 26.93 | 21.01 |
| 31 Dec 20 - 31 Dec 21 | 31.66 | 18.81 |
| 31 Dec 21 - 31 Dec 22 | -17.32 | -18.58 |
| 31 Dec 22 - 31 Dec 23 | 5.80 | 6.29 |
| 31 Dec 23 - 31 Dec 24 | 0.25 | -1.43 |
Trailing returns (%)
| Year | This fund | Europe ex-UK Small/Mid-Cap Equity |
|---|---|---|
| 1 Day | -0.90 | -0.99 |
| 1 Month | 1.54 | -0.70 |
| 3 Months | 8.65 | 7.32 |
| 6 Months | 1.48 | 1.75 |
| 1 Year | 6.08 | 3.90 |
| 3 Years annualised | 1.61 | 2.66 |
| 5 Years annualised | 16.95 | 12.53 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
