Royal London UK Mid Cap Growth Fund

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

Royal London UK Mid Cap Growth Fund Class Institutional Acc M

Category UK Mid-Cap Equity

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

Last buy/sell price

498.60p

arrow-up0.50p (+0.10%)

Fund Code

ROMMA

B5BRW42

GB00B5BRW420

Prices updated as at 19 Dec 2025

Prices in GBX

Investment objective

The Fund's investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK medium-sized companies listed on the London Stock Exchange. At least 50% of the Fund will be invested in medium-sized UK companies that form part of the FTSE 250 ex-IT Index. UK companies are defined as those domiciled in the UK, or which have significant UK business operations. Up to 30% of the Fund's assets may be invested in the shares of medium-sized companies that are not UK companies, but which are listed in the UK.

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.

Company name

Royal London Unit Trust Managers Ltd

Fund launch date

11 Nov 2009

Domicile

United Kingdom

UCITS

Yes

Lead manager

Henry Lowson

Lead manager start date

01 Jan 2017

Lead fund manager biography

Henry joined Royal London Asset Management in September 2016, as Head of UK Alpha Strategies. He is lead fund manager on the RL UK Smaller Companies fund and the RL UK Mid Cap Growth fund. Henry began his career in 2005, spending almost 12 years working for AXA Investment Managers. In May 2012 he became lead Fund Manager of the AXA Framlington UK Smaller Companies Fund, which he ran successfully until joining RLAM. He was also responsible for co-managing a variety of segregated UK small/mid cap mandates while at AXA. Henry has an MA (Hons) degree in Economics & Geography from Edinburgh University and is a CFA Charterholder.

Fund manager

Henry Burrell

Manager start date

01 Jan 2022

Fund manager biography

Henry joined the UK Equities team in December 2017, as a Fund Manager. He is co-manager of the RL UK Smaller Companies fund and the RL UK Mid Cap Growth fund. Henry began his career at Smith & Williamson Investment Management in 2011, where he spent six years as an analyst including leading research for the AIM IHT service. He has a degree in History from Warwick University, is a CFA Charterholder and holds the CFA’s Certificate in ESG investing.

Head office

80 Fenchurch Street United Kingdom

London

United Kingdom

EC3M 4BY

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Important Information

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