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Marlborough UK Multi-Cap Growth A Inc

Ranked 16 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Richard Hallett

Richard Hallett qualified as a chartered accountant at Ernst & Young in 1994 and subsequently joined Singer & Friedlander in 1995 as a UK equity fund manager. Since joining the investment team in 2005, he has established a strong and consistent track record as a manager of the Marlborough UK Multi-Cap Growth fund.

Objective

The Marlborough UK Multi-Cap Growth Fund aims to provide medium to long term capital growth. The Manager intends to invest in an actively managed portfolio of small, medium and large cap UK equities, principally in companies which are amongst the leading companies in their business sector. The Fund will invest mainly in, although is not limited to, equities and may hold cash and near cash at times when it is considered appropriate by the manager.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.6%
2018 -18.0% -3.8% 9.2% 1.6% -23.2%
2017 28.1% 5.0% 8.3% 7.5% 4.8%
2016 9.1% -2.1% -1.3% 12.2% 0.5%
2015 15.0% 5.2% 1.1% 0.6% 7.5%
2014 1.9% 4.9% -8.7% -1.7% 8.2%
2013 30.4% 13.6% -1.4% 5.1% 10.7%
2012 18.8% 9.9% -3.3% 6.7% 4.8%
2011 -8.0% 1.1% 0.4% -13.6% 5.0%
2010 37.5% 9.5% -6.8% 19.1% 13.1%
2009 22.6% -9.5% 12.0% 15.4% 4.8%
2008 -24.4% -6.7% -1.4% -13.0% -5.6%
2007 3.4% 1.7% 4.2% -0.5% -1.9%
2006 23.8% 12.1% -3.4% 4.9% 9.0%
2005 23.9% 5.8% 2.1% 7.4% 6.9%
2004 15.7% 1.1% 4.2% 1.1% 8.6%
2003 26.7% -4.0% 18.2% 4.4% 7.0%
2002 -17.4% 1.6% -4.8% -13.4% -1.4%
2001 -6.7% -4.3% 1.4% -16.4% 15.0%
2000 -11.4% 10.7% -14.8% 1.0% -7.0%
1999 30.1% 6.8% 5.0% 0.0% 16.1%
1998 8.5% 16.4% 1.4% -15.3% 8.6%
1997 15.0% 1.3% 3.8% 10.2% -0.7%
1996 17.2% 1.2% 0.8% 7.8% 6.6%
1995 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
HomeServe PLC ORD 3.79%
London Stock Exchange Group PLC ORD 3.68%
Tesco PLC ORD 3.51%
Craneware PLC ORD 3.48%
AVEVA Group PLC ORD 3.47%
Blue Prism Group PLC ORD 3.43%
Experian PLC ORD 3.30%
Worldpay Inc ORD 3.23%
Burford Capital Ltd ORD 3.18%
Prudential PLC ORD 3.16%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/07/1995
  • Share Class size281Mn
  • Base currencyGBP
  • ISIN GB0005662787

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment5.00%

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