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Marlborough Multi-Cap Growth Fund
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Overview
Marlborough Multi-Cap Growth fund manager Richard Hallett earned the title Best Alpha Manager, UK Equities in the FE fundinfo 2021 Alpha Manager Awards. The fund was also named Best UK Equity Fund over Ten Years in the Refinitiv Lipper UK Fund Awards 2022.
Richard invests in a portfolio of around 50 companies he believes have genuinely exceptional long-term growth potential. He looks for companies with the strongest prospects, whatever their size, and while UK stocks are his primary focus, Richard has the freedom to invest up to 20% of the fund in overseas businesses he believes are true global leaders.
Richard identifies companies that have a sustainable competitive advantage. That edge maybe an innovative product, strong management or a powerful brand. In reality it will usually be a combination of a number of factors. In addition, the company should be operating in a sector underpinned by a long-term structural growth trend. He believes these ‘all-weather performers’ should be able to continue to grow irrespective of the wider economic backdrop.
Read more
Richard Hallett
UK Equity
Richard Hallett
UK Equity
Documents
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Fact Sheets
Key Investor Information Documents
PRIIPs KIDs
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Prospectus
IFSL Marlborough UCITS 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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