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Marlborough Multi Cap Income A Acc

Ranked 105 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.


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.

Showing fund performance in United Kingdom View performance globally


UK Equity Income over : 28/02/2016 - 28/02/2017
  • Rank 105/109 Total Return
  • Rank 103/109 Standard Deviation
  • Rank 106/109 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -3.7% -3.7% -9.7% 10.7% 0.1%
2015 13.9% 4.3% 5.3% -0.4% 4.1%
2014 5.0% 2.8% -1.1% -1.3% 4.7%
2013 43.5% 12.0% 3.3% 11.3% 11.5%
2012 24.6% 11.4% -1.3% 7.8% 5.1%
2011 -9.7% 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Telecom Plus PLC ORD 2.30
RPC Group PLC ORD 2.14
Pennon Group PLC ORD 2.10
Connect Group PLC ORD 2.09
Dairy Crest Group PLC ORD 2.07
Marston's PLC ORD 1.95
Intermediate Capital Group PLC ORD 1.94
Galliford Try PLC ORD 1.91
Phoenix Group Holdings ORD 1.87

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/06/2011
  • Share Class size1,516Mn
  • Base currencyGBP
  • ISIN GB00B5L8VH15

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000


  • 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).