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Marlborough Multi Cap Income A Inc

Ranked 41 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Siddarth Chand Lall

Indian-born Siddarth Chand Lall is currently based in London where he manages the Marlborough Multi-cap Income Fund using a bottom-up investment style. A chartered FCSI, Siddarth graduated from Edinburgh University with a master's in Economics in 2002.

Objective

The investment objective of the Fund is to seek to generate an attractive and growing level of dividend income in addition to long term capital growth by investing in a diversified portfolio of equities predominantly listed in the UK. The Fund will aim to achieve the objective by investing in the shares of small to medium capitalisation companies where both capital and dividend growth are anticipated.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 18.0% 4.2% 4.2% 3.3% 5.2%
2016 -3.7% -3.7% -9.7% 10.7% 0.1%
2015 13.9% 4.3% 5.3% -0.4% 4.1%
2014 4.9% 2.7% -1.1% -1.4% 4.7%
2013 43.3% 12.0% 3.2% 11.2% 11.5%
2012 24.4% 11.4% -1.3% 7.7% 5.1%
2011 -9.7% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/06/2011
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B42TBF45

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment5.25

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).