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Marlborough Nano-Cap Growth A Acc

Ranked 16 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Guy Feld

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

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

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.

Objective

The Marlborough Nano-Cap Growth Fund aims to provide capital growth greater than that achieved by the FTSE Small Cap Index (excluding investment companies) over the long term.

Performance

UK Smaller Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 9.5% -3.0% -1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2014

Top 10 Holdings

Stock Size
K3 Business Technology Group PLC ORD 2.52
Creston PLC ORD 1.98
Flowgroup PLC ORD 1.91
Nasstar PLC ORD 1.87
Allocate Software PLC ORD 1.72
Trifast PLC ORD 1.69
Hangar 8 PLC ORD 1.67
Crawshaw Group PLC ORD 1.62
Palace Capital PLC ORD 1.39
Next Fifteen Communications Group PLC ORD 1.39
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/10/2013
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB00BF2ZTX37

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Giles Hargreave steps down as CEO to focus on funds

Giles Hargreave is stepping down as chief executive of Hargreave Hale to focus on running money.

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