Marlborough UK Multi-Cap Growth A GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.6 | 15.8 | -26.1 | 14.0 | 5.2 | |
+/-Cat | 12.6 | -0.5 | -14.4 | 6.0 | 2.3 | |
+/-B’mrk | - | - | - | 6.3 | 1.8 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 22/04/2024 | GBP 1.60 | |
Day Change | 0.69% | |
Morningstar Category™ | UK Flex-Cap Equity | |
ISIN | GG00BKM3ZZ63 | |
Fund Size (Mil) 28/03/2024 | GBP 3.90 | |
Share Class Size (Mil) 28/03/2024 | GBP 2.28 | |
Max Initial Charge | 5.00% | |
Ongoing Charge - | -% |
Investment Objective: Marlborough UK Multi-Cap Growth A GBP |
The investment objective of the Marlborough UK Multi-Cap Growth Cell is to achieve medium to long term capital growth by acting as a feeder fund into the Marlborough UK Multi-Cap Growth Fund, a UCITS authorised by the FCA. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 04/04/2014 | ||
Inception Date 03/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
- | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Marlborough UK Multi-Cap Growth A GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Intermediate Capital Group PLC | Financial Services | 4.42 |
Rolls-Royce Holdings PLC | Industrials | 4.21 |
RELX PLC | Industrials | 3.87 |
Sage Group (The) PLC | Technology | 3.79 |
JTC PLC Ordinary Shares | Financial Services | 3.60 |
Increase Decrease New since last portfolio | ||
Marlborough UK Multi-Cap Growth A GBP |