CT UK Mid 250 Fund

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

CT UK Mid 250 Fund Z Accumulation GBP

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

£2.0028

arrow-up£0.001 (+0.05%)

Fund Code

THMIZ

B8BX5X1

GB00B8BX5X11

Prices updated as at 04 Oct 2024
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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.

Growth of 1,000 as of 05 Oct 2024, 11:10

Trailing returns (%) as of 05 Oct 2024, 11:10

Annual performance (%)

YearThis fundUK Mid-Cap Equity
30 Sep 13 - 30 Sep 145.237.66
30 Sep 14 - 30 Sep 1520.0614.70
30 Sep 15 - 30 Sep 162.427.82
30 Sep 16 - 30 Sep 1719.9418.43
30 Sep 17 - 30 Sep 183.554.57
30 Sep 18 - 30 Sep 19-4.150.15
30 Sep 19 - 30 Sep 20-3.10-8.68
30 Sep 20 - 30 Sep 2135.4636.56
30 Sep 21 - 30 Sep 22-36.58-29.87
30 Sep 22 - 30 Sep 237.5710.21
30 Sep 23 - 30 Sep 2414.9418.19

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day0.050.11
1 Month-1.09-0.64
3 Months-0.001.08
6 Months5.506.63
1 Year18.9020.72
3 Years annualised-7.99-3.35
5 Years annualised0.943.29
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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