FTF Martin Currie UK Mid Cap Fund

Select share classes

FTF Martin Currie UK Mid Cap Fund W (Acc)

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

£2.81

arrow-up£0.007 (+0.25%)

Fund Code

BWMCA

B7BXT54

GB00B7BXT545

Prices updated as at 26 Sep 2024
|
Prices in GBP

Investment objective
The Fund aims to increase in value through investment growth by more than the FTSE 250 (ex-Investment Trusts) Index over periods of five years after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of medium-sized companies that are constituents of the FTSE 250 (ex-Investment Trusts) Index and that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30–50 companies. The Investment Manager tries to further reduce risk by making sure no single company share dominates the Fund’s investments. Normally, the Investment Manager tries to keep shareholdings in any individual company between 1.5% and 5% of the Fund’s total value.

Annual charges

Product charges
0.81
0.05
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 17 Sep 2024pdf
Annual Reports 31 Mar 2024pdf
Annual Short Report 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 06 Feb 2024pdf
Please note that service charges will also apply. Read more about our fees.

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