CT UK Mid 250 Fund Retail Accumulation GBP

Category UK Mid-Cap Equity


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Last buy/sell price

£2.3645

arrow-down£-0.006 (-0.25%)

Fund Code

3354760

GB0033547604

Prices updated as at 18 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJames Thorne, Craig Adey
2.52
2.01
Fund comparative indexFTSE 250 Ex Investment Trust TR GBP
UK All Companies
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1.56
0.38
-
UK Mid-Cap Equity
No
Fund providerThreadneedle Investment Services Ltd
Share class launch date15 Sep 2003
£55.57m
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-
-
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.