Marlborough
Malborough Multi Cap Income
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Marlborough for every strategy.
Performance
as of Jul 31, 2026 · GBP · P Accumulation
- YTD+9.1%index +11.2%
Index: FTSE All-Share TR Index
| YTD | |
|---|---|
| Malborough Multi Cap Income | +9.1% |
| FTSE All-Share TR Index | +11.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jul 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 gradually reweighted this position to take profits as the shares reached those all-time highs.
We exited platinum miner Sylvania Platinum (-c.11.5%) as it proved unable to outperform either in production or prices realised even when commodity conditions were ideal.