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

£1.9599

arrow-up£0.002 (+0.12%)

Fund Code

THMIZ

B8BX5X1

GB00B8BX5X11

Prices updated as at 03 Jan 2025

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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
31 Dec 14 - 31 Dec 15	20.00	15.00
31 Dec 15 - 31 Dec 16	-2.91	5.27
31 Dec 16 - 31 Dec 17	27.55	19.55
31 Dec 17 - 31 Dec 18	-19.17	-14.94
31 Dec 18 - 31 Dec 19	28.79	30.83
31 Dec 19 - 31 Dec 20	0.66	-2.93
31 Dec 20 - 31 Dec 21	15.06	14.80
31 Dec 21 - 31 Dec 22	-27.26	-22.16
31 Dec 22 - 31 Dec 23	2.08	5.90
31 Dec 23 - 31 Dec 24	3.47	7.16

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	0.12	-0.07
1 Month	-2.46	-2.24
3 Months	-2.09	-1.24
6 Months	-0.62	0.97
1 Year	5.55	9.05
3 Years annualised	-8.51	-3.97
5 Years annualised	-2.40	0.15

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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CT UK Mid 250 Fund