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
£1.9256
£0.007 (+0.38%)
Fund Code
THMIZ
B8BX5X1
GB00B8BX5X11
Prices updated as at 13 May 2025
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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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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.
