CT UK Mid 250 Fund

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

CT UK Mid 250 Fund Z Accumulation GBP

Category UK Mid-Cap Equity
star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.0486

arrow-down£-0.012 (-0.56%)

Fund Code

THMIZ

B8BX5X1

GB00B8BX5X11

Prices updated as at 20 Sep 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.

Growth of 1,000 as of 20 Sep 2024, 16:09

Trailing returns (%) as of 20 Sep 2024, 16:09

Annual performance (%)

YearThis fundUK Mid-Cap Equity
30 Jun 13 - 30 Jun 1413.3016.50
30 Jun 14 - 30 Jun 1521.9717.53
30 Jun 15 - 30 Jun 16-10.48-6.58
30 Jun 16 - 30 Jun 1729.4627.70
30 Jun 17 - 30 Jun 1810.4310.92
30 Jun 18 - 30 Jun 19-5.03-3.84
30 Jun 19 - 30 Jun 20-10.40-8.76
30 Jun 20 - 30 Jun 2139.3334.95
30 Jun 21 - 30 Jun 22-24.19-20.69
30 Jun 22 - 30 Jun 23-1.641.85
30 Jun 23 - 30 Jun 246.4113.08

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day1.111.32
1 Month-0.170.62
3 Months3.333.23
6 Months11.3111.21
1 Year13.8617.69
3 Years annualised-8.08-3.95
5 Years annualised0.222.99
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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.