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
0.81 %
Risk Rating
2
3 Year Sharpe
1.27
3 Year Alpha
10.02
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 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 %
Impax Asset Management Group PLC 2.67 %
Future PLC 2.47 %
Moxico 1.75 %
GRC International Group PLC 1.66 %
Spectra Systems Corp 1.65 %
BATM Advanced Communications Ltd 1.65 %
Trinity Exploration & Production PLC 1.58 %
ClearStar Inc 1.54 %
Oxford Metrics PLC 1.45 %
Hargreaves Services PLC 1.43 %
Region %
United Kingdom 85.32 %
United States 5.18 %
Sector %
Technology 37.03 %
Consumer Cyclical 16.06 %
Industrials 14.05 %
Basic materials 10.07 %
Financial Services 9.37 %
Healthcare 5.46 %
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 20 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. Guy co-manages the Marlborough UK Micro-Cap Growth Fund with Giles Hargreave.

David Walton
Joined 10/31/2013

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 Marlborough European Multi-Cap Fund since October 2013.

Giles Hargreave
Joined 10/31/2013

Giles Hargreave is Chairman of Hargreave Hale Ltd. After starting his career in 1969 as an analyst with James Capel, Giles joined Management Agency and Music as a private fund manager in 1974 before founding Hargreave Investment Management in 1986. Giles then merged Hargreave Investment Management with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family, in 1988 and took over as Chief Executive. Giles chairs the investment committee's weekly meetings in which the team reviews existing and potential investments.

Data provided by Morningstar.

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