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IFSL Marlborough UK Micro Cap Growth P Acc

Citicode
I3PI
Launch Date
02-01-2013
Fund Size
£464,929,946
Yield
0.13%
Ongoing Charge
0.78%
Fund Managers
Eustace Santa Barbara
Guy Feld
Benchmark: IA UK Smaller Companies
Investment
IFSL Marlborough UK Micro Cap Growth P Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The aim of the Fund is to increase the value of your investment by more than any increase in the FTSE SmallCap Index (ex-Investment Companies), after any charges have been taken out of the Fund, over any 5 year period. However, there is no certainty this will be achieved.

Top 10 Holdings

Asset Class

Fund Manager

Eustace Santa Barbara

Start Date

01-01-2021

Bio

Eustace, a graduate of Harvard University, joined the investment team from Close Brothers in December 2013. He has worked as both an analyst and fund manager and has over 19 years’ experience on the buy side. Working with Guy Feld, Eustace co-manages Special Situations, UK Micro-Cap Growth and Nano-Cap Growth.

Fund Manager

Guy Feld

Start Date

01-02-2012

Bio

Guy, a graduate of Oxford University, has over 25 years’ City experience dedicated to the research and fund management of small and mid-cap equities. He joined the investment team in 2003 and has a particular focus on the tech sector and other ‘new economy’ and growth companies. Working with Eustace Santa Barbara, Guy co-manages Marlborough Special Situations, Marlborough UK Micro-Cap Growth, Marlborough Nano-Cap Growth and Marlborough Global Innovation Funds.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.