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Ifsl Marlborough Special Situations A Acc (0P00000R85)

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16.88 +0.12    +0.73%
24/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 586.21M
Type:  Fund
Market:  United Kingdom
Issuer:  Marlborough Fund Managers Limited
ISIN:  GB00B659XQ05 
Asset Class:  Equity
Marlborough Special Situations A Acc 16.88 +0.12 +0.73%

0P00000R85 Overview

 
On this page you'll find an in-depth profile of Ifsl Marlborough Special Situations A Acc. Learn about the key management, total assets, investment strategy and contact information of 0P00000R85 among other information.
Category

UK Small-Cap Equity

Total Assets

586.21M

Expenses

4.38%

Inception Date

Jul 12, 1995

Investment Strategy

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 companies listed in the UK, incorporated or domiciled in the UK or with significant business operations in the UK. This will include a range of small, medium and large companies. Of this, at least 60% of the Fund shall be invested in smaller companies, defined by the Investment Manager as companies with a market capitalisation (the market value of a company’s shares) of less than £2.5bn at the time of purchase.

Contact Information

Address Lichfield, Staffordshire WS13 8XU
Lichfield,Staffordshire WS13 8XU
United Kingdom
Phone -

Top Executives

Name Title Since Until
Guy Feld Portfolio Manager 2021 Now
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
Eustace Santa Barbara - 2014 Now
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.
Giles Hargreave Head 1998 2021
Biography Giles has earned a reputation as one of the UK’s leading small-cap investors during his award-winning career. He managed Marlborough Special Situations for more than 20 years and also co-managed Marlborough UK Micro-Cap Growth and Marlborough Nano-Cap Growth. With his wealth of experience, he remains an important member of the investment team.
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