MFM UK Primary Opportunities Fund Class P Acc

MFM UK Primary Opportunities Fund Class P Acc
Marlborough Fund Managers Limited
Open Ended Investment Company
UK All Companies
0.84 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.5 %
IA UK All Companies
The Company aims to provide you with capital growth and investment income in total that is greater than that provided by the FTSE All Share Index by investing in a concentrated portfolio of companies carefully selected from the full range listed on the London Stock Exchange, or its equivalent successor.
Holding %
Royal Dutch Shell PLC B 4.92 %
HSBC Holdings PLC 4.37 %
AstraZeneca PLC 4.10 %
BP PLC 4.06 %
GlaxoSmithKline PLC 3.34 %
British American Tobacco PLC 2.73 %
Lloyds Banking Group PLC 2.57 %
Diageo PLC 2.32 %
Unilever PLC 2.19 %
Vodafone Group PLC 2.06 %
Region %
United Kingdom 96.57 %
Sector %
Financial Services 23.91 %
Energy 12.08 %
Healthcare 11.90 %
Consumer Defensive 11.65 %
Basic materials 9.43 %
Industrials 8.52 %
Communication Services 8.25 %
Consumer Cyclical 7.67 %
Marlborough Fund Managers Limited
BL1 4QP, Bolton, United Kingdom
Legal Structure
Open Ended Investment Company


Alan Beaney
Joined 09/01/2009

Alan started as a property analyst at Phillips & Drew before moving into investment management with ICI Pension. Since then he has held a number of senior positions with firms such as Lloyds Investment Management and Investec Guinness Flight. Prior to joining RCBIM he was Head of Investment for Principal Investment Management and during his nine years there oversaw a dramatic increase in both the profitability and size of the business.

Oliver Brown
Joined 12/01/2006

Oliver manages the institutional clients of the business and also leads our research into UK ‘primary’ market opportunities. He graduated from Birmingham University with a degree in Money, Banking and Finance, he qualified as a Chartered Accountant with Grant Thornton, where he worked with listed clients in a variety of sectors, specialising in the construction, leisure and IT industries. He joined RCBIM in 2006 and is a former President of Bristol Junior Chamber.

Bob Brown
Joined 01/05/1996

After 11 years with P&D Brown joined DRG in 1980 and took the management of the DRG Pension Fund. With his directors he set up R.C. Brown Investment Management PLC in May 1990. He is an Affiliate of the Society of Investment Professionals. He has successfully managed a part of the Joseph Rowntree Charitable Trust since 1999 and the whole of it since 2003

Data provided by Morningstar.

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