||03/06/15 to 03/06/16
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||03/06/18 to 03/06/19
||03/06/19 to 03/06/20
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.
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is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
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is a good place to start.
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Our latest article
In this newly enhanced fund update, Investment Analyst Jonathon Curtis shares our analysis on the manager, process, culture, cost and performance of the Marlbrorough UK Micro-Cap Growth fund.
The aim of the Fund is to provide capital growth, that is, to increase the value of your investment, over a period of 5 or more years. The Fund aims to deliver greater returns than the FTSE All-Share Index over any 3 year period, after any charges have been taken out of the Fund. However, there is no certainty this will be achieved.