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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

Eustace Santa Barbara

UK Equity
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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.