Audience Selected - Individual

Marlborough Global SmallCap

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Nav Price (GBP)
129.72p
Change (%)
129.72p
Volatility
9.00
Yield
0.04
Price Date
20/04/2023
Currency
GBX
Factsheet
KIID
PRIIP KID
Prospectus
Managers Report
Semi Annual Report

Overview

Marlborough Global SmallCap fund managers Tobias Bucks and Simon Wood, who have more than 35 years’ combined investment experience, invest in a portfolio of 50 to 80 high-quality small-cap companies selected from developed economies around the world. They look for the next generation of emerging global titans, when the growth potential of these businesses has not yet been widely recognised and they are still on highly attractive valuations.

Tobias and Simon identify companies with high-calibre management teams who are expanding into new geographies and bringing new products and services to market. In addition, they look for strong environmental, social and governance (ESG) credentials and the investment strategy is designed to provide attractive long-term returns.

Read more

Tobias Bucks

Global

Tobias Bucks

Global

Simon Wood

Global
Play

Documents

No items found.
Fact Sheets
No items found.
Key Investor Information Documents
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Prospectus
IFSL Marlborough No 2 OEIC Prospectus.pdf
IFSL Marlborough Multi-Asset OEIC Prospectus.pdf
IFSL Marlborough Global Innovation Fund Prospectus.pdf
Report & Accounts
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Fund Charges & Costs
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Value Assessment Reports
No items found.
TCFD Reporting
No items found.
Supplementary Information Document
IFSL Marlborough Multi Cap Income Fund Class P Shares.pdf
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class P Units.pdf
IFSL Marlborough Multi Cap Income Fund Class A Shares.pdf
IFSL Marlborough High Yield Fixed Interest Fund Class A Units.pdf
IFSL Marlborough Global Essential Infrastructure Fund Class X Shares.pdf
IFSL Marlborough Global Innovation Fund Class P Shares.pdf
IFSL Marlborough Global Fund Class P Units.pdf
IFSL Marlborough Global Fund Class A Units.pdf
IFSL Marlborough Global Bond Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class P Units.pdf
IFSL Marlborough Global Bond Fund Class A Units.pdf
IFSL Marlborough Far East Growth Fund Class P Shares.pdf
IFSL Marlborough Far East Growth Fund Class A Shares.pdf
IFSL Marlborough Extra Income Fund Class P Units.pdf
IFSL Marlborough Cautious Fund Class P Units.pdf
IFSL Marlborough European Special Situations Fund Class A Units.pdf
IFSL Marlborough Conservative Fund Class P Shares.pdf
IFSL Marlborough Cautious Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class A Units.pdf
IFSL Marlborough Bond Income Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class P Units.pdf
IFSL Marlborough Balanced Fund Class A Units.pdf
Application Forms
No items found.
Application Form User Guides
No items found.
Facilitated Charging Documents
No items found.
Tax Residency Self Certification
Individual Self-Certification Form
Entity Self-Certification Form
Controlling Person Self-Certification Form

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.  All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios.  All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios.  All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.