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Marlborough Global SmallCap
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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 ESG credentials.
Supported by experienced investment analyst Joseph Kim, the pair use both quantitative and qualitative analysis, alongside a disciplined risk-management process, with the aim of achieving consistent risk-controlled outperformance.
Read more
Tobias Bucks
Global
Tobias Bucks
Global
Simon Wood
Global
Documents
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Fact Sheets
IFSL Marlborough Global Small Cap Class X.pdf
Key Investor Information Documents
IFSL Marlborough Global SmallCap Fund Class X Shares.pdf
PRIIPs KIDs
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Prospectus
IFSL Marlborough No 2 OEIC Prospectus.pdf
Supplemental Prospectus
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Report & Accounts
Fund Charges & Costs
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Value Assessment Reports
IFSL Marlborough Value Assessment
TCFD Reporting
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Supplementary Information Document
Supplementary Information Document
Application Forms & User Guides
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Facilitated Charging Documents
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Tax Residency Self Certification
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.
Other Insights
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