IFSL Marlborough UK Micro-Cap Growth Acc

Category UK Small-Cap Equity
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Last buy/sell price

759.13p/759.13p

arrow-down-2.67p (-0.35%)

Fund Code

B02TPH6

GB00B02TPH60

Prices updated as at 18 Oct 2024
|
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, however, there is no certainty this will be achieved. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 80% of the Fund will be invested in the shares of smaller companies and investment trusts listed on UK stock exchanges. These are companies incorporated/domiciled in the UK or that have significant business operations in the UK.
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.
Company name
Marlborough Investment Management Ltd.
Fund launch date
04 Oct 2004
Domicile
United Kingdom
UCITS
Yes
Fund manager
Guy Feld
Manager start date
01 Feb 2012
Fund manager biography
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. Working with Eustace Santa Barbara, Guy co-manages Marlborough Special Situations, Marlborough UK Micro-Cap Growth and Marlborough Nano-Cap Growth. He is also Manager of the Marlborough Global Innovation Fund
Fund manager
Eustace Barbara
Manager start date
01 Jan 2021
Fund manager biography
Eustace Santa Barbara,CFA. Eustace is a graduate of Harvard University and joined the investment team from Close Brothers in 2013. He has worked as both an analyst and fund manager and has 18 years experience on the buy-side. Eustace is the Co-Manager of the Marlborough Special Situations Fund, Marlborough Nano-Cap Growth Fund and the Marlborough UK Micro-Cap Growth Fund.
Head office
PO Box 1852
Lichfield, Staffordshire WS13 8XU
Lichfield
United Kingdom
WS13 8XU
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