IFSL Marlborough UK Micro-Cap Growth AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 21.8 | 23.8 | -34.3 | -6.9 | -1.2 | |
+/-Cat | 14.5 | 0.9 | -10.3 | -6.6 | 0.2 | |
+/-B’mrk | - | - | - | -13.8 | 3.0 | |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 27/03/2024 | GBX 719.09 | |
Day Change | 0.27% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00B02TPH60 | |
Fund Size (Mil) 29/02/2024 | GBP 622.52 | |
Share Class Size (Mil) 29/02/2024 | GBP 9.94 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 15/02/2024 | 1.53% |
Investment Objective: IFSL Marlborough UK Micro-Cap Growth Acc |
The aim of the Fund is to increase the value of investors investment by more than any increase in the FTSE SmallCap Index (ex-Investment Companies), after any charges have been taken out of the Fund, over any 5 year period. However, there is no certainty this will be achieved. At least 80% of the Fund will be invested in the shares of smaller companies and investment trusts listed on UK stock exchanges. These will be incorporated/domiciled in the UK or will have significant business operations in the UK. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Guy Feld 01/02/2012 | ||
Eustace Barbara 01/01/2021 | ||
Inception Date 04/10/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Small Cap Ex Invest Trust TR GBP | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for IFSL Marlborough UK Micro-Cap Growth Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Trustpilot Group PLC | Technology | 2.35 |
IQGeo Group PLC | Technology | 2.26 |
GlobalData PLC | Industrials | 2.15 |
Alpha Group International plc | Financial Services | 1.91 |
ActiveOps PLC | Technology | 1.66 |
Increase Decrease New since last portfolio | ||
IFSL Marlborough UK Micro-Cap Growth Acc |