View
fund
Marlborough European Special Situations Fund
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Overview
The award-winning Marlborough European Special Situations fund invests in outstanding businesses of all sizes, but the team have a bias to small and micro-cap companies with what they believe is exceptional growth potential not yet identified by the vast majority of investors.
Manager David Walton and his highly experienced team seek to identify undervalued companies with high-calibre management and proven business models and then hold them for the long term. David believes quality smaller companies with excellent prospects are often overlooked by most investors simply because of their size.
What gives Marlborough European Special Situations a particular edge in the hunt for opportunities is the quality of the analysis conducted by David and his team and the depth of their engagement with companies. The fund was named Best European Small and Mid-Cap Fund over 10 Years in the 2024 LSEG Lipper Fund Awards.
Read more
David Walton
International Equity
David Walton
International Equity
Documents
No items found.
Fact Sheets
Key Investor Information Documents
PRIIPs KIDs
No items found.
Prospectus
IFSL Marlborough UCITS ii Prospectus.pdf
Supplemental Prospectus
No items found.
Report & Accounts
Fund Charges & Costs
IFSL Marlborough Fund Costs & Charges
Value Assessment Reports
IFSL Marlborough Value Assessment
Supplementary Information Document
Supplementary Information Document
Application Forms & User Guides
Addional Permitted Subscription (APS) transfer form
Additional Permitted Subscription (APS) application form
Additonal Permitted Subscription (APS) request form
ISA APS Application Form User Guide
ISA Application Form User Guide
ISA Switch Conversion User Guide
ISA Top Up User Guide
ISA Transfer form User Guide
ISA Trust Form User Guide
ISA application form
ISA transfer form
Junior ISA Application Form User Guide
Junior ISA application form
Switch Conversion form
Top up form
UT OEIC Application Form User Guide
UT OEIC Corporate Form User Guide
UT OEIC Corporate application form
UT OEIC Trust application form
UT OEIC application form
Unit Trust OEIC to ISA Transfer Form User Guide
Unit Trust OEIC to ISA transfer form
Withdrawl Form User Guide
Withdrawl form
Facilitated Charging Documents
Facilitated Adviser Charging Documents
Tax Residency Self Certification
Risk Warning
Data Source: FE Fundinfo. 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. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.
Risk Warning
Data Source: FE Fundinfo. 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. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.
Risk Warning
Data Source: FE Fundinfo. 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. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting portfolios. All portfolios show 5 discrete years performance unless the portfolio inception date is less than 5 years. All portfolio data is the latest available from FE Fundinfo. Investment Association (IA) sectors are provided for comparison and illustration purposes only. We have chosen the IA sector that most closely matches the portfolio, in limited instances the allocations of the portfolio may fall outside the boundaries of the relevant IA peer group.
Other Insights
No items found.