Previously Marlborough UK Multi-Cap Growth
Richard aims to invest in the UK’s leading growth businesses, irrespective of their size. He initially identifies long-term structural growth trends and then invests in the strongest market-leading businesses benefiting from them. Unlike other Marlborough funds from this team, Richard runs a much more concentrated portfolio of about 50 holdings. He studiously analyses each company’s financial statements to truly understand each business.
Richard Hallett
Richard Hallett has been running the IFSL Marlborough Multi-Cap Growth fund since he joined the company in 2005. Before that he spent 10 years as a UK equity fund manager at Singer & Friedlander. He became a chartered accountant in 1994.
IFSL Marlborough managers have a fantastic track record when it comes to stock-picking skill and Richard is no exception. IFSL Marlborough Multi-Cap Growth fund invests more in larger companies than most other Marlborough funds, but this is a deliberate move in order to pick up on the growth opportunities across the whole market spectrum. The manager’s macroeconomic overlay helps to add context.
£130m
Buy
Yes
7
0.75%
0.8%
Inc
0.69%
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
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Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
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The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
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