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The objective of the scheme is to provide a total return* of capital and income in excess of that achieved by the
FTSE Small Cap Index (excluding investment companies) over the medium to long term. The Scheme will be
actively managed on a total return basis investing primarily in UK companies having a market capitalisation of
£250m or less at the time of purchase. A considerable proportion of the portfolio will be invested in smaller
companies with a market capitalisation of less than £150m at the time of purchase. At times it may be appropriate
for theScheme not to be fully invested but to hold cash and near cash. The Scheme may also invest in other
transferable securities, including but not limited to, warrants and government and public securities and units in
collective investment schemes. The Scheme is permitted to invest in derivatives and forward transactions for the
purposes of hedging only. *Investors should be aware that there is no guarantee that this objective will be
achieved over this (or any) time period and that your capital is in fact at risk.
After starting his career in 1969 as an analyst with James Capel, Giles joined Management Agency and Music as a private...
Guy Feld Since 01-Feb-2012
Guy, a graduate of Oxford University, has over 20 years City experience dedicated to the research and fund management...
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...
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...
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Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP
0808 145 2500 (Customer Support)0808 145 2501 (Dealing)0120 453 3045 (Fax Number)0120 439 8676 (Main Number)
Marlborough UK Micro Cap Growth A
Risk Score 78.00
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.
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