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

£1.791

arrow-up£0.009 (+0.51%)

Fund Code

BWMCI

B8K8HH5

GB00B8K8HH50

Prices updated as at 12 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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
30 Sep 14 - 30 Sep 15	15.58	14.70
30 Sep 15 - 30 Sep 16	1.95	7.82
30 Sep 16 - 30 Sep 17	20.46	18.43
30 Sep 17 - 30 Sep 18	7.65	4.57
30 Sep 18 - 30 Sep 19	7.77	0.15
30 Sep 19 - 30 Sep 20	-18.40	-8.68
30 Sep 20 - 30 Sep 21	40.77	36.56
30 Sep 21 - 30 Sep 22	-29.50	-29.87
30 Sep 22 - 30 Sep 23	15.63	10.21
30 Sep 23 - 30 Sep 24	16.42	18.19
30 Sep 24 - 30 Sep 25	-4.73	5.62

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	0.51	0.50
1 Month	-0.33	-1.16
3 Months	2.63	0.42
6 Months	0.82	1.27
1 Year	0.18	4.23
3 Years annualised	4.03	6.35
5 Years annualised	2.53	2.98

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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