FTF Martin Currie 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-down£-0.016 (-0.89%)

Fund Code

BWMCI

B8K8HH5

GB00B8K8HH50

Prices updated as at 19 Apr 2024

Prices in GBP

Investment objective

The Fund aims to grow in value by more than the FTSE 250 (ex-Investment Trusts) Index, from a combination of income and investment growth over a three to five-year period 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. The Investment Manager tries to further reduce risk by making sure no single company share dominates the Fund’s investments. Normally, the Investment Manager tries to keep shareholdings in any individual company between 1.5% and 5% of the Fund’s total value.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Richard Bullas, Daniel Green, Marcus Tregoning
	1.88
	1.53
Fund comparative index	FTSE 250 Ex Investment Trust TR GBP
	UK All Companies
	-
	0.81
	0.05
	0.00
	UK Mid-Cap Equity
	No
Fund provider	Franklin Templeton Fund Management Ltd
Share class launch date	21 Sep 2012
	£753.22m
	-
	2.49
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.