Guy Feld is a graduate of Oxford University and has over 15 years of experience in both fund management and broking at BZW, UBS and Teather & Greenwood. Guy joined Marlborough in 2003 and has a particular focus on the technology sector and other “New Economy” and growth companies.
Giles Hargreave is chairman of Hargreave Hale Ltd. Born in Preston, Lancashire, in 1948, he studied at Cambridge. After starting his career in 1969 as an analyst with James Capel, Giles joined Management Agency and Music as a private fund manager in 1974 before founding Hargreave Investment Management in 1986. Giles then merged Hargreave Investment Management with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family, in 1988 and took over as chief executive. Giles chairs the investment committee’s weekly meetings in which the team reviews existing and potential investments.
David Walton is currently a fund manager at Marlborough Fund Managers. David was born in 1969 and graduated from Cambridge University with a BA degree in economics. Prior to joining Marlborough, he was an investment manager in the European investment team with a specialism in smaller companies at Baillie Gifford.
The Fund aims to provide capital growth greater than that achieved by the FTSE Small Cap Index (excluding investment companies) over the long term. The Fund will aim to achieve its investment objective by investing primarily in the shares of small, UK listed equities having a market capitalisation of 100 million or less at the time of investment. The Fund will be actively managed.
Rank 7/53 Total Return
Rank 22/53 Standard Deviation
Rank 11/53 Max Drawdown
|5||FP Octopus UK Micro Cap Growth S Acc||GBP||
|6||MI Chelverton UK Equity Growth B Acc||GBP||
|7||Marlborough Nano-Cap Growth A Acc||GBP||
|8||Old Mutual UK Smaller Companies Focus GBP R Inc||GBP||
|9||Halifax Smaller Companies C||GBP||
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|20||AXA Framlington UK Smaller Companies R Acc||GBP||
|21||Elite Webb Smaller Companies Income & Growth Acc||GBP||
|22||Marlborough Nano-Cap Growth A Acc||GBP||
|23||Invesco Perpetual UK Small Cos Eq Acc||GBP||
|24||Jupiter UK Smaller Companies Acc||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date31/10/2013
- Share Class size175Mn
- Base currencyGBP
- Min. initial investment100,000
- Min. regular additional investment100
- Annual management1.50%
- Initial investment1.5