Marlborough Special Sits
Fund overview
| Name | Marlborough Special Sits |
|---|---|
| GIF Sector | Smllr Companies UK |
| Morningstar Rating |  |
| Fund Rating | Not rated |
| ISIN | gb0005662670 |
| Launch Date | 14/07/1995 |
| ISA Plan | No |
| Savings Plan | No |
| Name | Marlborough Fd Mgrs |
|---|---|
| Address | St. Georges Square 4 Atlas House |
| City | Bolton |
| Country | United Kingdom |
| Telephone | 0808 145 2500 |
| Fax | 01204-533045 |
| Web Address | http://www.marlboroughfunds.com/TermsConditions.htm |
| enquiries@marlboroughfunds.com |
| Currency | UK Sterling (GBP) |
|---|---|
| Annual Management Charge | 1.5% |
| Minimum Initial Investment (GBP) | 1000 |
| Minimum Sub. Investment (GBP) | 500 |
| 1 Week Performance | -0.13% |
| 3 Year Total Return | 38.84% |
| 3 Year Volatility | 4.03% |
All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.
| Sector | Smllr Companies UK |
|---|---|
| Asset Sector | Equity |
| Specialist Sector | Special Situations & Recovery |
| Geographical Focus | United Kingdom |
| Fund Size (Last Updated :30/05/2008) | 156.54 |
|---|---|
| Average in Sector (Smllr Companies UK) | 117.44 |
| Largest in Sector | 580.38 |
| Smallest in Sector | 4.29 |
| Total Sector Size | 7164.06 |
| Number of Funds in Sector | 62 |
Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.
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- 0.150% on annual fund charges
Investment values can go down in value as well as up and you may get back less than the amount you invest.
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