For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients
The Marlborough UK small cap funds – Marlborough Special Situations, Marlborough UK Micro-Cap Growth and Marlborough Nano-Cap Growth – are run by award-winning managers, working with an investment team of more than a dozen people. Between them they have almost 200 years’ small cap investing experience.
Small caps tend to be under-researched compared with blue-chip stocks and the managers use their stockpicking skills to identify companies with strong growth potential that has not yet been recognised by the wider market. Not all companies will succeed however, and past performance should not be used as a guide to future returns. The managers place a high priority on face-to-face meetings and will rarely invest without first having met a company’s management team.
To help manage the risks associated with investing in small caps, the managers hold highly diversified portfolios with even their largest positions representing only a small percentage of the overall fund.
Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Our funds invest for the long-term and may not be appropriate for investors who plan to take money out within five years. Tax treatment depends on individual circumstances and may change in the future. The Funds invest in smaller companies which carry a higher degree of risk than larger companies. The shares of smaller companies may be less liquid and their performance more volatile over shorter time periods. The Funds invest mainly in the UK. Therefore they may be more vulnerable to market sentiment in that country. A more detailed description of the risks that apply to this these funds can be found in the relevant prospectus.
This material is for distribution to professional clients only and should not be distributed to or relied upon by any other persons. It’s provided for general information purposes only and is not personal advice to anyone to invest in any fund or product. The Key Investor Information Documents and the Prospectuses for all funds are available, in English, free of charge and can be obtained directly using the contact details in this document. They can also be downloaded from www.marlboroughfunds.com. An investor must always read these before investing. Information taken from trade and other sources is believed to be reliable, although we don’t represent this as accurate or complete and it shouldn’t be relied upon as such. Calls may be recorded for training and monitoring purposes. Issued by Marlborough Fund Managers Ltd, authorised and regulated by the Financial Conduct Authority (reference number 141660). Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP. Registered in England No. 02061177.Download PDF