Audience Selected - Individual
Audience Selected - Intermediary
Audience Selected - Institutional

Marlborough Special Situations highlighted as a top performer by Trustnet

Marlborough Special Situations has been highlighted by Trustnet as the top fund in the UK All Companies sector for consistent first-quartile performance over the past decade.


Looking at three-year rolling returns on a monthly basis between 2013 and 2023, Trustnet research showed the fund was in the first quartile 91.7% of the time and achieved a return of 110%.

The fund, which has an Elite rating from FundCalibre, is co-managed by FE fundinfo Alpha Manager Eustace Santa Barbara and Guy Feld.

FundCalibre says the fund has an ‘exemplary’ long-term track record and is managed by ‘astute’ stock-pickers.


Read the article here

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.