Marlborough Special Situations Fund

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Nav Price (GBP)
129.72p
Change (%)
129.72p
Volatility
9.00
Yield
0.04
Price Date
20/04/2023
Currency
GBX
Factsheet
KIID
PRIIP KID
Prospectus
Managers Report
Semi Annual Report

Overview

The managers of our flagship Marlborough Special Situations fund invest in the dynamic growth potential of the UK’s innovative and agile smaller companies, which have strongly outperformed the corporate giants over the long term.

Working with one of the largest and most experienced investment teams in the field, Eustace Santa Barbara and Guy Feld have the expertise and resources to target the most attractive opportunities from around 2,000 smaller companies listed in the UK.

Fewer fund managers and analysts are looking at these smaller companies, which enables Eustace and Guy to invest in exceptional businesses before their long-term growth potential is recognised by other investors. They manage a highly diversified portfolio of around 160 stocks, which helps to manage risk, and alongside smaller companies they hold success stories that have grown into much larger businesses.

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Eustace Santa Barbara

UK Equity

Guy Feld

UK Equity
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Insights

Where to Invest

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