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Marlborough Special Situations Fund
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Overview
The award-winning managers of our flagship Marlborough Special Situations fund invest in the dynamic growth potential of the UK’s innovative and agile smaller companies, which have strongly outperformed the corporate giants over the long term.
Eustace Santa Barbara and Guy Feld work with one of the largest and most experienced investment teams in the field and are supported by an extensive network of brokers and industry contacts. This gives them an important edge as they target the most attractive opportunities from around 2,000 smaller companies listed in the UK.
The under-researched nature of smaller companies enables Eustace, Guy and the team to conduct their own fundamental analysis and invest in exceptional businesses before their long-term growth potential is recognised by other investors. They manage a highly diversified portfolio of around 160 stocks, which helps to manage risk, and alongside smaller companies they hold success stories that have grown into much larger businesses.
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Eustace Santa Barbara
UK Equity
Eustace Santa Barbara
UK Equity
Guy Feld
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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