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OMW Marlborough UK Multi-Cap Growth

5 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

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 Manager ( Underlying )

Richard Hallett




Primary Asset Class

Fund Size

GBP 0.87m as at 28-Feb-2017

Unit Name

OMW Marlborough UK Multi-Cap Growth





Initial Charge


Unit Currency




Annual Charge



GBX 163.10


GBX 171.60

Change (Offer)

-0.20 (-0.12%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 3.88 5.76 4.61 14.28 21.32 66.63
Sector 3.50 3.82 6.95 15.31 18.13 49.73

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 7.38 12.18 1.32 24.44 16.16
Sector 8.81 4.36 0.64 21.73 14.33

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equity 96.10
Cash and Equivalents 2.30
International Equities 1.60

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 96.10
Cash and Equivalents 2.30
Developed Europe - Excl UK 1.60

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 28.10
Consumer Services 19.10
Technology 11.80
Financials 10.40
Health Care 9.00
Consumer Goods 7.80
Oil and Gas 4.30
Basic Materials 4.20
Telecommunications 3.00
Cash and Equivalents 2.30

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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