IFSL Marlborough European Special Situations P Inc
IFSL Marlborough European Special Situations P Inc
ISIN:
GB00B90VHJ34
Risk level:
FE fundinfo Rating:
1 of 5
IA Sector:
IA Europe Excluding UK
Income type:
Income
Price:
760.7000GBX
30 April 2025
Last change:
icon-up-small 1.13%
1 year change:
icon-up-small 4.30%
5 year annualised return:
14.46%
12 month yield:
1.80%
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 European Special Situations P Inc
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IA Europe Excluding UK
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IA Europe Excluding UK
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.
Manager name:
Marlborough Investment Management Ltd
Manager start date:
01 October 2013
Investment style:
Growth
Region (geographical):
Europe Ex UK
Manager Biography:
David graduated with a first class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid-caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund and delivered strong outperformance. David joined the investment team in January 2013 and has managed the European Special Situations Fund since October 2013.
Benchmark:
IA Europe Excluding UK
Sector:
IA Europe Excluding UK
FE fundinfo Rating:
1 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: 241,283,359.08 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.