CT UK Mid 250 Fund Retail Accumulation GBP

Category UK Mid-Cap Equity
star-filled
Last buy/sell price

£2.414

arrow-down£-0.005 (-0.21%)

Fund Code

3354760

GB0033547604

Prices updated as at 01 May 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.

Annual charges

Product charges
1.56
0.38
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 26 Jan 2024pdf
Fund Provider FactSheet 17 Jan 2024pdf
Interim Short Report 10 Aug 2023pdf
Annual Reports 30 Apr 2023pdf
Annual Short Report 30 Apr 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.