IFSL Marlborough Special Situations P Acc
IFSL Marlborough Special Situations P Acc
ISIN:
GB00B907GH23
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA UK All Companies
Income type:
Accumulation
Price:
1,728.8700GBX
30 April 2025
Last change:
icon-up-small 0.68%
1 year change:
icon-down-small -7.19%
5 year annualised return:
2.42%
12 month yield:
1.11%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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IFSL Marlborough Special Situations P Acc
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IA UK All Companies
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IA UK Smaller Companies
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The aim of the Fund is to provide capital growth, that is, to increase the value of your investment, however, there is no certainty this will be achieved.
Manager name:
Marlborough Investment Management Ltd
Manager start date:
01 September 2014
Investment style:
Growth
Region (geographical):
United Kingdom
Manager Biography:
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.
Benchmark:
IA UK Smaller Companies
Sector:
IA UK All Companies
FE fundinfo Rating:
2 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 473,883,495.67 GBX
Chart date: April 30, 2025
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.