CT UK Mid 250 Fund Z Accumulation GBP

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.9805

arrow-up£0.002 (+0.08%)

Fund Code

THMIZ

B8BX5X1

GB00B8BX5X11

Prices updated as at 27 Nov 2024

Prices in GBP

Investment objective

The Fund aims to achieve capital growth over the long term. It looks to outperform the FTSE 250 ex Investment Trusts Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.

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.

Our view

The investment objective of the Threadneedle UK Mid 250 Fund is to achieve capital growth from a portfolio of UK ‘mid cap’ equities. The fund is managed by Philip Macartney and James Thorne.

Not too big, not too small - the Threadneedle UK Mid 250 Fund is looking for ‘Goldilocks’ companies that are just the right size. Macartney and Thorne buy ‘mid-cap’ stocks which sit just outside the FTSE 100 index. These companies have ‘been through their adolescence’ and are on the cusp of significant development and growth.

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.

CT UK Mid 250 Fund