Marlborough UK Multi-Cap Growth A USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.4 | 11.0 | -19.5 | 13.4 | 3.4 | |
+/-Cat | 9.4 | -5.4 | -7.9 | 5.4 | -0.9 | |
+/-B’mrk | - | - | - | 5.8 | -2.7 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 23/05/2024 | USD 1.69 | |
Day Change | 0.17% | |
Morningstar Category™ | UK Flex-Cap Equity | |
ISIN | GG00BKM40098 | |
Fund Size (Mil) 30/04/2024 | GBP 3.58 | |
Share Class Size (Mil) 29/02/2024 | GBP 0.13 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Marlborough UK Multi-Cap Growth A USD |
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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Not Disclosed 04/04/2014 | ||
Inception Date 03/04/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
- | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Marlborough UK Multi-Cap Growth A USD | 30/04/2024 |
|
|
Top 5 Holdings | Sector | % |
Rolls-Royce Holdings PLC | Industrials | 4.29 |
Intermediate Capital Group PLC | Financial Services | 4.02 |
RELX PLC | Industrials | 3.91 |
JTC PLC Ordinary Shares | Financial Services | 3.85 |
Sage Group (The) PLC | Technology | 3.61 |
Increase Decrease New since last portfolio | ||
Marlborough UK Multi-Cap Growth A USD |