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

£1.8723

arrow-up£0.002 (+0.09%)

Fund Code

THMIZ

B8BX5X1

GB00B8BX5X11

Prices updated as at 26 Apr 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.
Company name
Threadneedle Investment Services Ltd
Fund launch date
15 Sep 2003
Domicile
United Kingdom
UCITS
Yes
Fund manager
James Thorne
Manager start date
01 Dec 2013
Fund manager biography
James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is lead manager of the CT UK Smaller Companies Fund, deputy manager of the CT UK Sustainable Equity Fund and co-manager of the CT UK Mid 250 Fund as well as for a range of small and mid-cap institutional portfolios. He has previously held responsibility for a range of sectors for the wider team including chemicals and technology. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i. He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.
Fund manager
Craig Adey
Manager start date
01 Dec 2020
Fund manager biography
Craig Adey is a portfolio manager on the UK equities team. He is co-manager of the CT UK Mid 250 Fund, deputy manager of the CT UK Smaller Companies Fund and co-manager for a range of institutional mandates. He previously held responsibility for banks, distributors, gaming and non-life insurance sectors for the wider team, and before that worked in the Client Portfolio Manager role for the desk. Craig holds a First Class Honours degree in International Business, Finance and Economics from the University of Manchester. Craig also holds the Chartered Financial Analyst designation and the Investment Management Certificate.
Head office
Cannon Place, 78 Cannon Street
London EC4N 6AG
London
United Kingdom
EC4N 6AG
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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.