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Marlborough Nano-Cap Growth Fund

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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

The managers of Marlborough Nano-Cap Growth invest in the dynamic growth potential of the UK’s innovative and agile small-cap companies, which have strongly outperformed the corporate giants over the long term.

Working with one of the largest and most experienced investment teams in the field, Guy Feld and Eustace Santa Barbara invest in the UK’s very smallest listed companies, ‘nano-caps’ – primarily those with a total stock market value (market capitalisation) of £200m or less at the time of purchase.

Small-caps tend to have fewer fund managers and analysts researching them and Guy and Eustace use their stock-picking skills to identify companies they believe have strong growth potential not yet recognised by the wider market. To help manage the risks associated with investing in small caps, the pair hold a highly diversified portfolio of more than 150 stocks, with even their largest positions rarely representing more than 3% of the overall value of the fund.

Read more

Guy Feld

UK Equity

Guy Feld

UK Equity

Eustace Santa Barbara

UK Equity
Play

Documents

No items found.
Fact Sheets
Marlborough Passive MPS 2.pdf
Marlborough Passive MPS 8.pdf
Marlborough Passive MPS 6.pdf
Marlborough Passive MPS 7.pdf
Marlborough Passive MPS 5.pdf
Marlborough Passive MPS 4.pdf
Marlborough Passive MPS 3.pdf
Marlborough Defensive Class Z Acc GBP.pdf
Marlborough Balanced Class Y Acc GBP.pdf
Marlborough Defensive Class Z Acc USD (Hedged).pdf
Marlborough Defensive Class Y Acc GBP.pdf
Marlborough Defensive Class X Acc USD (Hedged).pdf
Marlborough Defensive Class Z Acc EUR (Hedged).pdf
Marlborough Defensive Class X Acc EUR (Hedged).pdf
Marlborough Defensive Class X Acc GBP.pdf
Marlborough Cautious Class Z Acc USD (Hedged).pdf
Marlborough Cautious Class Y Acc GBP.pdf
Marlborough Cautious Class Z Acc GBP.pdf
Marlborough Cautious Class Z Acc EUR (Hedged).pdf
Marlborough Cautious Class X Acc USD (Hedged).pdf
Marlborough Cautious Class X Acc GBP.pdf
Marlborough Cautious Class X Acc EUR (Hedged).pdf
Marlborough Cautious Class V Acc GBP.pdf
Marlborough Cautious Class W Acc GBP.pdf
Marlborough Blended MPS 6.pdf
Marlborough Blended MPS 8.pdf
Marlborough Blended MPS 7.pdf
Marlborough Blended MPS 5.pdf
Marlborough Blended MPS 4.pdf
Marlborough Balanced Class V Acc USD (Hedged).pdf
Marlborough Blended MPS 3.pdf
Marlborough Blended MPS 2.pdf
Marlborough Balanced Class Z Acc USD (Hedged).pdf
Marlborough Balanced Class Z Acc GBP.pdf
Marlborough Balanced Class W Acc USD (Hedged).pdf
Marlborough Balanced Class Z Acc EUR (Hedged).pdf
Marlborough Balanced Class X Acc USD (Hedged).pdf
Marlborough Balanced Class X Acc GBP.pdf
Marlborough Balanced Class X Acc EUR (Hedged).pdf
Marlborough Balanced Class W Acc GBP.pdf
Marlborough Balanced Class V Acc GBP.pdf
Marlborough Adventurous Class Z Acc USD (Hedged).pdf
Marlborough Adventurous Class X Acc USD (Hedged).pdf
Marlborough Adventurous Class Z Acc GBP.pdf
Marlborough Adventurous Class Z Acc EUR (Hedged).pdf
Marlborough Adventurous Class W Acc GBP.pdf
Marlborough Adventurous Class Y Acc GBP.pdf
Marlborough Adventurous Class X Acc GBP.pdf
Marlborough Adventurous Class X Acc EUR (Hedged).pdf
Marlborough Adventurous Class W Acc USD (Hedged).pdf
Marlborough Adventurous Class V Acc USD (Hedged).pdf
Marlborough Adventurous Class V Acc GBP.pdf
Marlborough Active MPS 8.pdf
Marlborough Active MPS 7.pdf
Marlborough Active MPS 6.pdf
Marlborough Active MPS 5.pdf
Key Investor Information Documents
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
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 UCITS ii Prospectus.pdf
IFSL Marlborough NURS - Balanced Cautious Global Prospectus.pdf
IFSL Marlborough Multi-Asset OEIC Prospectus.pdf
IFSL Marlborough Global Innovation Fund Prospectus.pdf
Report & Accounts
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
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
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
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
Marlborough Defensive Fund Z EUR.pdf
Marlborough Defensive Fund Z USD.pdf
Marlborough Defensive Fund Z GBP.pdf
Marlborough Defensive Fund Y GBP.pdf
Marlborough Defensive Fund X USD.pdf
Marlborough Cautious Fund Z EUR.pdf
Marlborough Defensive Fund X GBP.pdf
Marlborough Cautious Fund Z USD.pdf
Marlborough Defensive Fund X EUR.pdf
Marlborough Cautious Fund Z GBP.pdf
Marlborough Balanced Fund V GBP.pdf
Marlborough Cautious Fund Y GBP.pdf
Marlborough Cautious Fund X EUR.pdf
Marlborough Cautious Fund X USD.pdf
Marlborough Cautious Fund X GBP.pdf
Marlborough Cautious Fund W USD.pdf
Marlborough Cautious Fund W GBP.pdf
Marlborough Cautious Fund V USD.pdf
Marlborough Balanced Fund Y GBP.pdf
Marlborough Balanced Fund Z GBP.pdf
Marlborough Cautious Fund V GBP.pdf
Marlborough Balanced Fund Z USD.pdf
Marlborough Adventurous Fund X EUR.pdf
Marlborough Balanced Fund X USD.pdf
Marlborough Balanced Fund Z EUR.pdf
Marlborough Balanced Fund W USD.pdf
Marlborough Balanced Fund X GBP.pdf
Marlborough Balanced Fund X EUR.pdf
Marlborough Balanced Fund W GBP.pdf
Marlborough Adventurous Fund Z USD.pdf
Marlborough Adventurous Fund Z GBP.pdf
Marlborough Balanced Fund V USD.pdf
Marlborough Adventurous Fund Z EUR.pdf
Marlborough Adventurous Fund Y GBP.pdf
Marlborough Adventurous Fund X USD.pdf
Marlborough Adventurous Fund W GBP.pdf
Marlborough Adventurous Fund X GBP.pdf
Marlborough Adventurous Fund W USD.pdf
Marlborough Adventurous Fund V USD.pdf
IFSL Marlborough US Focus Fund Class P Units.pdf
Marlborough Adventurous Fund V GBP.pdf
IFSL Marlborough US Focus Fund Class A Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class P Units.pdf
IFSL Marlborough UK Micro-Cap Growth Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class A Units.pdf
IFSL Marlborough Special Situations Fund Class P Units.pdf
IFSL Marlborough Nano-Cap Growth Fund Class P Shares.pdf
IFSL Marlborough Multi-Cap Growth Fund Class P Units.pdf
IFSL Marlborough Multi-Cap Growth Fund Class A Units.pdf
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
UT OEIC Corporate application form
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.

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