Royal London UK Mid Cap Growth Fund Class Institutional Acc M

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

475.10p

arrow-down-5.20p (-1.08%)

Fund Code

ROMMA

B5BRW42

GB00B5BRW420

Prices updated as at 09 Jan 2025

Prices in GBX

Investment objective

The Fund's investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK medium-sized companies listed on the London Stock Exchange. At least 50% of the Fund will be invested in medium-sized UK companies that form part of the FTSE 250 ex-IT Index. UK companies are defined as those domiciled in the UK, or which have significant UK business operations. Up to 30% of the Fund's assets may be invested in the shares of medium-sized companies that are not UK companies, but which are listed 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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
31 Dec 14 - 31 Dec 15	13.18	15.00
31 Dec 15 - 31 Dec 16	0.56	5.27
31 Dec 16 - 31 Dec 17	23.60	19.55
31 Dec 17 - 31 Dec 18	-12.28	-14.94
31 Dec 18 - 31 Dec 19	33.72	30.83
31 Dec 19 - 31 Dec 20	-4.34	-2.93
31 Dec 20 - 31 Dec 21	17.59	14.80
31 Dec 21 - 31 Dec 22	-22.70	-22.16
31 Dec 22 - 31 Dec 23	7.66	5.90
31 Dec 23 - 31 Dec 24	6.57	7.35

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	-1.07	-0.91
1 Month	-5.61	-3.50
3 Months	-4.04	-1.95
6 Months	-2.24	-1.79
1 Year	9.93	9.87
3 Years annualised	-3.52	-3.69
5 Years annualised	-0.23	0.11

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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