IFSL Marlborough European Special Situations Fund

Select share classes

There is only one type of share class for this fund.

IFSL Marlborough European Special Situations P Inc

Category Europe ex-UK Small/Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

807.72p

arrow-down-3.94p (-0.49%)

Fund Code

MHEUI

B90VHJ3

GB00B90VHJ34

Prices updated as at 02 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. At least 80% of the Fund will be invested in the shares of companies listed on European stock markets (excluding the UK). Of this, up to 90% will be in smaller companies.

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.

Company name

Marlborough Investment Management Ltd.

Fund launch date

22 May 1986

Domicile

United Kingdom

UCITS

No

Lead manager

David Walton

Lead manager start date

01 Oct 2013

Lead fund manager biography

David graduated with a First Class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund, and delivered strong outperformance. David joined the investment team in January 2013 and has managed the Marlborough European Multi-Cap Fund since October 2013.

Fund manager

Tom Livesey

Manager start date

01 Sep 2021

Fund manager biography

Tom Livesey CFA. Tom is an experienced equity analyst, specialising in small-and mid-cap companies. He holds a degree in economics, a master’s degree in finance from the London Business School and is a CFA Charterholder. Tom began his career in 2012 as an analyst at a family office. He helped launch the Palm Harbour Capital Global Value Fund in 2018 as lead analyst. He joined the investment team in September 2021 as an analyst on the Marlborough European Special Situations Fund.

Head office

PO Box 1852

Lichfield, Staffordshire WS13 8XU

Lichfield

United Kingdom

WS13 8XU

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