Quick Stats

Bid Price GBX 340.17 Offer Price GBX 359.97
Mid Price - Day Change GBX +2.53 (0.75%)
Price Date 17 Nov 2017 Crown Rating 5
Shares Class Inc. Yield 0.56 %
Total Expense Ratio 1.01 Fund Size 220,752,722.67
Launch Date 03/07/1995 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 50,000.00 Total Expense Ratio (%) 1.01
ISIN GB00B4305108 Min TopUp (£) 1,000.00

Fund Objective

The Marlborough UK Multi-Cap Growth Fund aims to provide medium to long term capital growth. The Manager intends to invest in an actively managed portfolio of small, medium and large cap UK equities, principally in companies which are amongst the leading companies in their business sector.

Fund Managers

Richard Hallett
Richard qualified as a Chartered Accountant at Ernst & Young in 1994 and subsequently joined Singer & Friedlander in 1995 as a UK Equity fund manager. Since joining the investment team in 2005, Richard has established a strong and consistent track record as manager of the Marlborough UK Multi-Cap Growth Fund.