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
456.10p
-2.30p (-0.50%)
Fund Code
ROMMA
B5BRW42
GB00B5BRW420
Prices updated as at 03 Apr 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | UK Mid-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 8.45 | 7.79 |
31 Mar 15 - 31 Mar 16 | 2.01 | 4.22 |
31 Mar 16 - 31 Mar 17 | 7.94 | 14.39 |
31 Mar 17 - 31 Mar 18 | 11.99 | 8.38 |
31 Mar 18 - 31 Mar 19 | 2.73 | -0.98 |
31 Mar 19 - 31 Mar 20 | -16.94 | -18.39 |
31 Mar 20 - 31 Mar 21 | 41.46 | 49.30 |
31 Mar 21 - 31 Mar 22 | -1.99 | -4.48 |
31 Mar 22 - 31 Mar 23 | -8.35 | -9.74 |
31 Mar 23 - 31 Mar 24 | 7.98 | 6.93 |
31 Mar 24 - 31 Mar 25 | -1.58 | 0.45 |
Trailing returns (%)
Year | This fund | UK Mid-Cap Equity |
---|---|---|
1 Day | -0.50 | -0.37 |
1 Month | -5.45 | -4.92 |
3 Months | -7.09 | -5.48 |
6 Months | -10.52 | -6.64 |
1 Year | -1.26 | 0.27 |
3 Years annualised | -1.16 | -1.81 |
5 Years annualised | 7.22 | 8.01 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.