Marlborough Nano Cap Growth Fund P GBP Acc

Name
Marlborough Nano Cap Growth Fund P GBP Acc
Manager
Marlborough Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00BF2ZV048
Sector
UK Smaller Companies
Launched
31/10/2013
OCF
0.8 %
Risk Rating
4
3 Year Sharpe
0.31
3 Year Alpha
13.32
Yield
0.2 %
Benchmark
IA UK Smaller Cos
The investment objective of the Marlborough Nano-Cap Growth Fund is to seek to provide capital growth in excess of that achieved by the FTSE SmallCap 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. The Fund may also invest in other transferable securities including, but not limited to, warrants and government and public securities, money market instruments, units/shares in collective investment schemes, cash and near cash, and deposits. The Fund is permitted to invest in derivatives and forward transactions for the purposes of efficient portfolio management (including hedging), and may borrow and enter into stock lending arrangements in accordance with the Regulations.
Holding %
Moxico 3.57 %
Impax Asset Management Group PLC 3.04 %
Alpha FX Group PLC 2.61 %
Frontier IP Group PLC 2.18 %
Oxford Metrics PLC 2.14 %
IQGeo Group PLC 1.97 %
Jubilee Metals Group PLC 1.93 %
BATM Advanced Communications Ltd 1.76 %
Everyman Media Group PLC 1.60 %
GetBusy PLC 1.48 %
Region %
United Kingdom 90.27 %
Sector %
Technology 29.84 %
Financial Services 14.78 %
Industrials 14.14 %
Basic materials 8.86 %
Consumer Cyclical 7.84 %
Healthcare 7.13 %
Communication Services 5.93 %
Consumer Defensive 5.36 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Guy Feld
Joined 10/31/2013

Guy, a graduate of Oxford University, has over 25 years' City experience dedicated to the research and fund management of small and mid-cap equities. He joined the investment team in 2003 and has a particular focus on the tech sector and other "New Economy" and growth companies.

Giles Hargreave
Joined 10/31/2013

Giles Hargreave is head of the UK equity funds team and is a higly experienced small cap investor. He has managed Marlborough Special Situations since 1998 and now runs the fund jointly with Eustace Santa Barbara.

Data provided by Morningstar.

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