FTF Martin Currie UK Mid Cap Fund W (Acc)
Category UK Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.674
£0.02 (+0.75%)
Fund Code
BWMCA
B7BXT54
GB00B7BXT545
Prices updated as at 28 Nov 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.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Richard Bullas, Daniel Green, Marcus Tregoning |
2.89 | |
2.43 | |
Fund comparative index | FTSE 250 Ex Investment Trust TR GBP |
UK All Companies | |
- | |
0.81 | |
0.05 | |
0.00 | |
UK Mid-Cap Equity | |
No | |
Fund provider | Franklin Templeton Fund Management Ltd |
Share class launch date | 31 May 2012 |
£585.59m | |
- | |
2.43 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.