IFSL Marlborough Special Situations A Acc

Category UK Small-Cap Equity


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Last buy/sell price

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arrow-up6.61p (+0.41%)

Fund Code

B659XQ0

GB00B659XQ05

Prices updated as at 28 Mar 2024
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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, however, there is no certainty this will be achieved. At least 80% of the Fund will be invested in the shares of companies listed in the UK, incorporated or domiciled in the UK or with significant business operations in the UK.

Fund statusOpen
Fund typeUnit Trust
Fund managerGuy Feld, Eustace Barbara
1638.77
1419.17
Fund comparative indexIA UK All Companies
UK All Companies
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1.57
0.14
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UK Small-Cap Equity
No
Fund providerMarlborough Investment Management Ltd.
Share class launch date12 Jul 1995
£674.45m
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Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.