Marlborough Special Situations Inclusive - Class A - Accumulation (GBP)





Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Giles Hargreave and Eustace Santa-Barbara leave few stones unturned in their quest to find UK smaller companies with the best growth potential. They're supported by a strong team to help them do this and find lots of different ideas for the fund.
We currently prefer other funds run by Giles Hargreave, which focus on even smaller companies with greater growth potential. This is where we feel he has the most skill in choosing companies to invest in. This fund is also more expensive.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
01/03/16 to 01/03/17 | 01/03/17 to 01/03/18 | 01/03/18 to 01/03/19 | 01/03/19 to 01/03/20 | 01/03/20 to 01/03/21 | |
---|---|---|---|---|---|
Annual return | 20.50% | 18.07% | -6.15% | 1.58% | 34.28% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
