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Marlborough Nano-Cap Growth A Acc

Ranked 9 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Guy Feld

Guy Feld is a graduate of Oxford University and has over 15 years of experience in both fund management and broking at BZW, UBS and Teather & Greenwood. Guy joined Marlborough in 2003 and has a particular focus on the technology sector and other “New Economy” and growth companies.

Giles Hargreave

Giles Hargreave is chairman of Hargreave Hale Ltd. Born in Preston, Lancashire, in 1948, he studied at Cambridge. After starting his career in 1969 as an analyst with James Capel, Giles joined Management Agency and Music as a private fund manager in 1974 before founding Hargreave Investment Management in 1986. Giles then merged Hargreave Investment Management with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family, in 1988 and took over as chief executive. Giles chairs the investment committee’s weekly meetings in which the team reviews existing and potential investments.

David Walton

David Walton is currently a fund manager at Marlborough Fund Managers. David was born in 1969 and graduated from Cambridge University with a BA degree in economics. Prior to joining Marlborough, he was an investment manager in the European investment team with a specialism in smaller companies at Baillie Gifford.


The Fund aims to provide capital growth greater than that achieved by the FTSE Small Cap Index (excluding investment companies) over the long term. The Fund will aim to achieve its investment objective by investing primarily in the shares of small, UK listed equities having a market capitalisation of 100 million or less at the time of investment. The Fund will be actively managed.


UK Smaller Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.2% 10.6%
2017 30.1% 9.5% 6.4% 5.4% 5.8%
2016 12.5% -0.3% -4.6% 13.4% 4.3%
2015 4.2% -5.1% 5.9% 1.6% 1.9%
2014 2.4% 9.5% -3.0% -1.3% -2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Impax Asset Management Group PLC ORD 2.67%
Future PLC ORD 2.47%
Moxico 1.75%
GRC International Group PLC ORD 1.66%
Spectra Systems Corp ORD 1.65%
Batm Advanced Communications Ltd ORD 1.65%
Trinity Exploration and Production PLC ORD 1.58%
ClearStar Inc ORD 1.54%
Oxford Metrics PLC ORD 1.45%
Hargreaves Services PLC ORD 1.43%

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/10/2013
  • Share Class size201Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100


  • Annual management1.50%
  • Initial investment5.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).