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

£1.8696

arrow-up£0.028 (+1.49%)

Fund Code

THMIZ

B8BX5X1

GB00B8BX5X11

Prices updated as at 22 Apr 2024
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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 23 Apr 2024, 13:04

Trailing returns (%) as of 23 Apr 2024, 13:04

Annual performance (%)

YearThis fundUK Mid-Cap Equity
31 Mar 13 - 31 Mar 1419.7422.48
31 Mar 14 - 31 Mar 1510.137.79
31 Mar 15 - 31 Mar 165.844.22
31 Mar 16 - 31 Mar 177.2714.39
31 Mar 17 - 31 Mar 189.188.38
31 Mar 18 - 31 Mar 19-3.78-0.98
31 Mar 19 - 31 Mar 20-18.07-18.39
31 Mar 20 - 31 Mar 2153.2649.30
31 Mar 21 - 31 Mar 22-7.59-4.48
31 Mar 22 - 31 Mar 23-12.73-9.74
31 Mar 23 - 31 Mar 240.816.93

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day1.491.53
1 Month-1.02-0.46
3 Months2.053.68
6 Months15.1715.28
1 Year-2.473.86
3 Years annualised-8.74-4.28
5 Years annualised-0.971.35
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.