Having closed the fund to new investments almost immediately after its launch in October 2013, Marlborough have reopened the fund for a limited period only.
The fund is managed by Giles Hargreave, who is a highly regarded and experienced smaller companies investor, along with co-managers Guy Feld and David Walton. The fund has performed well since its launch, returning 6.36%* to date.
Giles has historically been very successful when managing small company funds. The Marlborough UK Micro Cap Growth fund, which Giles and Guy also manage, and is on the Chelsea Selection, has grown 354.70%* since its inception in October 2004, easily beating the sector average of 171.22%* over the same period.
Marlborough are committed to keeping the fund small, but now that the fund is fully invested, they believe they are in a position to facilitate new investment.
It is now available at 0% initial charge via Chelsea both inside and outside an ISA, saving 5.25%. There is no minimum investment.
To invest simply call us on 020 7384 7300 to place a non-ISA order, or click on the link below to request an ISA application form. Please be aware that all cheques must be made payable to Marlborough Fund Managers Ltd.
info@chelseafs.co.uk
Before investing please ensure that you have read the Key Investor Information Documents for the fund and the Terms and Conditions.
Please note that investing in these very small companies is high risk and is only suitable for those who can accept this level of risk and invest for the long term (at least 10 years).
The fund is not available through the Chelsea FundStore, powered by Cofunds.