Marlborough Nano-Cap Growth A Acc

Ranked 4 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Guy Feld

Guy Feld is a graduate of Oxford University and has over 15 years of experience in both fund management and broking at BZW, UBS and Teather & Greenwood. Guy joined Marlborough in 2003 and has a particular focus on the technology sector and other “New Economy” and growth companies.

Giles Hargreave

Giles Hargreave is chairman of Hargreave Hale Ltd. Born in Preston, Lancashire, in 1948, he studied at Cambridge. After starting his career in 1969 as an analyst with James Capel, Giles joined Management Agency and Music as a private fund manager in 1974 before founding Hargreave Investment Management in 1986. Giles then merged Hargreave Investment Management with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family, in 1988 and took over as chief executive. Giles chairs the investment committee’s weekly meetings in which the team reviews existing and potential investments.

David Walton

David Walton is currently a fund manager at Marlborough Fund Managers. David was born in 1969 and graduated from Cambridge University with a BA degree in economics. Prior to joining Marlborough, he was an investment manager in the European investment team with a specialism in smaller companies at Baillie Gifford.

Objective

The Fund aims to provide capital growth greater than that achieved by the FTSE Small Cap Index (excluding investment companies) over the long term. The Fund will aim to achieve its investment objective by investing primarily in the shares of small, UK listed equities having a market capitalisation of 100 million or less at the time of investment. The Fund will be actively managed.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 0.4% 1.2% 10.6% 2.7% -12.6%
2017 30.1% 9.5% 6.4% 5.4% 5.8%
2016 12.5% -0.3% -4.6% 13.4% 4.3%
2015 4.2% -5.1% 5.9% 1.6% 1.9%
2014 2.4% 9.5% -3.0% -1.3% -2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Future PLC ORD 3.20%
Impax Asset Management Group PLC ORD 2.23%
Oxford Metrics PLC ORD 1.85%
Sopheon PLC ORD 1.82%
D4t4 Solutions PLC ORD 1.82%
Batm Advanced Communications Ltd ORD 1.78%
Frontier IP Group PLC ORD 1.74%
Spectra Systems Corp ORD 1.71%
Moxico 1.71%
Alpha FX Group PLC ORD 1.67%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/10/2013
  • Share Class size208Mn
  • Base currencyGBP
  • ISIN GB00BF2ZTX37

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment5.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).