Marlborough
Malborough Marlborough Multi Cap Income
Sep 2026 → Oct 2026
Our archive holds 2 letters from this strategy and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Marlborough for every strategy.
Performance
as of Aug 31, 2026 · GBP · P Accumulation
- YTD+12.9%index +13.6%
Index: FTSE 250 TR Index
| YTD | |
|---|---|
| Malborough Marlborough Multi Cap Income | +12.9% |
| FTSE 250 TR Index | +13.6% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Aug 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We had reduced our position when the share price was higher and may look to add to it again on weakness.
We exited the position after meeting the management in person.
We also added to financial services firm VZ Holding post results, and radiator company Stelrad and food processor Bell Food Group after positive results.
We exited derivatives trading business IG Group after qualifying for the dividend.
We also added to financial services firm VZ Holding post results, and radiator company Stelrad and food processor Bell Food Group after positive results.
We added to Ithaca Energy, which is due for promotion to the FTSE 100, and to IT business Software One following a positive update.
We also added to financial services firm VZ Holding post results, and radiator company Stelrad and food processor Bell Food Group after positive results.
- AddedSoftware OneSep 2026
We added to Ithaca Energy, which is due for promotion to the FTSE 100, and to IT business Software One following a positive update.
We also sold out of electronics group Solid State.
Also held
- Galliford Try
- Keystone Law
- Softcat
- Seplat Energy
- MP Evans
- Moneysupermarket
- Paragon Bank
- Tritax Big Box Real Estate Investment Trust