Royal London UK Mid Cap Growth Fund

Select share classes
There is only one type of share class for this fund.

Royal London UK Mid Cap Growth Fund Class Institutional Acc M

Category UK Mid-Cap Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

456.10p

arrow-down-2.30p (-0.50%)

Fund Code

ROMMA

B5BRW42

GB00B5BRW420

Prices updated as at 03 Apr 2025
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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.

Annual performance (%)

YearThis fundUK Mid-Cap Equity
31 Mar 14 - 31 Mar 158.457.79
31 Mar 15 - 31 Mar 162.014.22
31 Mar 16 - 31 Mar 177.9414.39
31 Mar 17 - 31 Mar 1811.998.38
31 Mar 18 - 31 Mar 192.73-0.98
31 Mar 19 - 31 Mar 20-16.94-18.39
31 Mar 20 - 31 Mar 2141.4649.30
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 247.986.93
31 Mar 24 - 31 Mar 25-1.580.45

Trailing returns (%)

YearThis fundUK 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-1.260.27
3 Years annualised-1.16-1.81
5 Years annualised7.228.01
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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