Micro-Cap again earns place on Telegraph’s list of favourite funds

The Telegraph says the fund is an option for investors seeking to benefit from the growth potential of the UK’s smallest companies. You can read the article by clicking on the link below.

Marlborough UK Micro-Cap Growth invests in the dynamic growth potential of the UK’s innovative and agile small-cap companies, which have strongly outperformed the corporate giants over the long term.

Working with one of the largest and most experienced investment teams in the field, co-managers Eustace Santa Barbara and Guy Feld invest in ‘micro-cap’ businesses – primarily those with a market capitalisation of £500m or less at the time of purchase.

Small-caps tend to have fewer fund managers and analysts researching them and Eustace and Guy use their stock-picking skills to identify companies they believe have strong growth potential not yet recognised by the wider market. To help manage the risks associated with investing in small caps, the pair hold a highly diversified portfolio of around 180 stocks, with even their largest positions rarely representing more than 2.5% of the overall value of the fund.

You can read the Telegraph article here (paywall)

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Glossary

Agile small-cap companies are small companies that can adapt quickly to market changes.

Market capitalisation is a measure of the total value of a company's outstanding shares of stock. It is calculated by multiplying the current stock price by the total number of outstanding shares

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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. This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product.

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