CT UK Mid 250 Fund Retail Accumulation GBP

Category UK Mid-Cap Equity
star-filled
Last buy/sell price

£2.5847

arrow-down£-0.003 (-0.11%)

Fund Code

3354760

GB0033547604

Prices updated as at 26 Sep 2024
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Prices in GBP
Investment objective
The Fund aims to achieve capital growth over the long term. It looks to outperform the FTSE 250 ex Investment Trusts Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.
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.

Growth of 1,000 as of 27 Sep 2024, 00:09

Trailing returns (%) as of 27 Sep 2024, 00:09

Annual performance (%)

YearThis fundUK Mid-Cap Equity
30 Jun 13 - 30 Jun 1412.4516.50
30 Jun 14 - 30 Jun 1521.0617.53
30 Jun 15 - 30 Jun 16-11.15-6.58
30 Jun 16 - 30 Jun 1728.5027.70
30 Jun 17 - 30 Jun 189.6010.92
30 Jun 18 - 30 Jun 19-5.73-3.84
30 Jun 19 - 30 Jun 20-11.08-8.76
30 Jun 20 - 30 Jun 2138.4134.95
30 Jun 21 - 30 Jun 22-24.68-20.69
30 Jun 22 - 30 Jun 23-2.281.85
30 Jun 23 - 30 Jun 245.7213.08

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day0.510.13
1 Month-1.75-1.02
3 Months3.572.44
6 Months8.309.06
1 Year13.3116.84
3 Years annualised-8.89-4.12
5 Years annualised0.053.19
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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