Schroder UK Mid 250 Fund A Accumulation GBP
Category UK Mid-Cap Equity
Last buy/sell price
£3.262
£-0.019 (-0.58%)
Fund Code
0852869
GB0008528696
Prices updated as at 30 Dec 2024
Prices in GBP
Investment objective
The Fund aims to provide long term capital growth in excess of the FTSE 250 ex Investment Trusts (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies listed in the FTSE 250 Index ex Investment Trusts. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies listed in the FTSE 250 ex - Investment Trusts index. These are companies that are incorporated, headquartered or have their principal business activities in the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Andrew Brough |
| 3.52 | |
| 2.85 | |
| Fund comparative index | FTSE 250 Ex Investment Trust TR GBP |
| UK All Companies | |
| - | |
| 1.66 | |
| 0.16 | |
| - | |
| UK Mid-Cap Equity | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 25 Oct 1999 |
| £682.32m | |
| - | |
| - | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
