Manager
Marlborough Investment Management Limited
Sector
UK Equity Income
Structure
OEIC
Part of
Domicile
United Kingdom
Currency
GBP
Launched
31 Dec 2012
Benchmark
FTSE AllSh TR GBP
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| +101.40% |
| Bottom 25% |
| 4.10% |
| 5 | GALLIFORD TRY HOLDINGSIndustrials | 4.00% |
| 6 | PARAGON BANKING GROUPFinancials | 4.00% |
| 7 | MORGAN SINDALL GROUPIndustrials | 3.70% |
| 8 | LION FINANCE GROUPFinancials | 3.30% |
| 9 | M.P.EVANS GROUPConsumer Staples | 2.80% |
| 10 | HARGREAVES SERVICESIndustrials | 2.00% |
| 3.0% |
| Technology | 2.8% |
| Real Estate | 2.4% |
| Non-Classified | 1.5% |
| Utilities | 0.9% |
| Health Care | 0.8% |
| Telecommunications | 0.4% |
| United Kingdom | 86.9% | |
| Cash and Equivalents | 3.0% | |
| Ireland | 2.3% | |
| France | 1.9% | |
| Canada | 1.4% | |
| Switzerland | 1.3% | |
| United States | 1.0% | |
| Other | 0.8% | |
| Netherlands | 0.8% | |
| Nigeria | 0.4% | |
| South Africa | 0.2% |
| UK Equity | 87.0% | |
| International Equities | 9.4% | |
| Cash and Equivalents | 3.0% | |
| Other | 0.6% |
| Mega (>20bn) | 7.6% | |
| Large (5bn-20bn) | 9.5% | |
| Medium (1bn-5bn) | 27.6% | |
| Small (250m-1bn) | 36.1% | |
| Micro (<250m) | 9.8% | |
| Other | 6.4% | |
| Bonds | 0.0% | |
| Cash | 3.0% |