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

499.30p

arrow-up2.40p (+0.48%)

Fund Code

ROMMA

B5BRW42

GB00B5BRW420

Prices updated as at 14 Nov 2024

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
30 Sep 13 - 30 Sep 14	8.96	7.66
30 Sep 14 - 30 Sep 15	14.58	14.70
30 Sep 15 - 30 Sep 16	4.16	7.82
30 Sep 16 - 30 Sep 17	19.67	18.43
30 Sep 17 - 30 Sep 18	5.59	4.57
30 Sep 18 - 30 Sep 19	4.21	0.15
30 Sep 19 - 30 Sep 20	-9.55	-8.68
30 Sep 20 - 30 Sep 21	34.75	36.56
30 Sep 21 - 30 Sep 22	-30.64	-29.87
30 Sep 22 - 30 Sep 23	11.96	10.21
30 Sep 23 - 30 Sep 24	23.33	18.19

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	0.48	0.42
1 Month	-1.34	-1.03
3 Months	-2.23	-2.36
6 Months	2.29	0.20
1 Year	19.91	16.80
3 Years annualised	-3.43	-4.20
5 Years annualised	1.92	1.90

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.