IFSL Marlborough UK Micro-Cap Growth Fund Class P Acc
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
952.84p/952.84p
-4.50p (-0.47%)
Fund Code
MHMIA
B8F8YX5
GB00B8F8YX59
Prices updated as at 24 Apr 2026
Prices in GBX
Investment objective
The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a minimum of 5 years, however, there is no certainty this will be achieved. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 80% of the Fund will be invested in the shares of smaller companies and investment trusts listed on UK stock exchanges. These are companies incorporated/domiciled in the UK or that have significant business operations in the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 31 Mar 15 - 31 Mar 16 | 17.95 | 8.81 |
| 31 Mar 16 - 31 Mar 17 | 24.13 | 18.14 |
| 31 Mar 17 - 31 Mar 18 | 21.08 | 13.74 |
| 31 Mar 18 - 31 Mar 19 | -3.01 | -2.81 |
| 31 Mar 19 - 31 Mar 20 | -19.12 | -17.82 |
| 31 Mar 20 - 31 Mar 21 | 88.34 | 65.89 |
| 31 Mar 21 - 31 Mar 22 | -6.62 | -0.70 |
| 31 Mar 22 - 31 Mar 23 | -22.20 | -15.93 |
| 31 Mar 23 - 31 Mar 24 | -1.28 | 4.03 |
| 31 Mar 24 - 31 Mar 25 | -0.67 | -3.04 |
| 31 Mar 25 - 31 Mar 26 | 11.21 | 4.23 |
Trailing returns (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 1 Day | -0.47 | -0.85 |
| 1 Month | 11.35 | 7.86 |
| 3 Months | -1.63 | -3.54 |
| 6 Months | 7.13 | -0.29 |
| 1 Year | 25.14 | 14.17 |
| 3 Years annualised | 5.86 | 3.94 |
| 5 Years annualised | -4.14 | -2.14 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.