FTF ClearBridge UK Mid Cap Fund W (Inc)

Category UK Mid-Cap Equity

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

Last buy/sell price

£1.82

arrow-down£-0.005 (-0.27%)

Fund Code

BWMCI

B8K8HH5

GB00B8K8HH50

Prices updated as at 19 Dec 2025

Prices in GBP

Investment objective

The Fund aims to increase in value through investment growth by more than the FTSE 250 (ex-Investment Trusts) Index over periods of five years after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of medium-sized companies that are constituents of the FTSE 250 (ex-Investment Trusts) Index and that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30–50 companies.

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

Franklin Templeton Fund Management Ltd

Fund launch date

31 May 2012

Domicile

United Kingdom

UCITS

Yes

Fund manager

Richard Bullas

Manager start date

01 Sep 2013

Fund manager biography

Fund manager

Daniel Green

Manager start date

30 Jun 2020

Fund manager biography

Dan Green is an Equity Research Analyst for the Franklin UK Equity Team, focussing on UK Small- and Mid-cap equities. Dan joined Franklin Templeton Investments in September 2015. Dan began his career with PwC working predominately with Financial Services clients before joining JP Morgan to work as Equity Derivatives Analyst. His role prior to Franklin Templeton Investments was at Deutsche Bank where he was Assistant Vice President in the Valuations team. Dan holds a Bachelor of Laws (Hons) from the University of Sheffield. He also holds an Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Head office

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London

United Kingdom

WC2N 6HT

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Important Information

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