Threadneedle UK Mid 250 Fund RDR Z Acc


Buy/Sell Price  (as of 28/04/2017) £1.891   Day Change :  0.55%     Fund Code:  THMIZ 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Matt Evans joined Threadneedle Investments, in October 2013, as a portfolio manager. He is responsibility for construction and house builders. Before joining Threadneedle Matt was a Fund Manager at Legal & General Investment Management specialising in UK Small Caps. He gained a degree in Geography and Sports Science from Loughborough University.

Biography

James Thorne joined Threadneedle in 2010, as a portfolio manager. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for chemicals and mid-cap industrials. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i. He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.
Investment HouseColumbia Threadneedle
Fund ProviderThreadneedle Investment Services Ltd
ManagerMatthew Evans   Biography
ManagerJames Thorne   Biography

Fund Objective The aim of the Fund is to grow the amount you invested. The Fund invests at least two-thirds of its assets in shares of medium sized companies in the UK that are part of the FTSE 250 (excluding Investment Trusts) Index. The Fund may also invest in asset classes and instruments different from those stated above.

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB00B8BX5X11
12-Month NAV High £1.88
12-Month NAV Low £1.41
Fund Comparative Index -
Morningstar CategoryTMUK Mid-Cap Equity
Dividend FrequencyYearly
Historic Yield1.40%

Annual Charges

Morningstar ratings

 as of  31/03/2017
Overall3 star
3 Years2 star
5 Years4 star
10 Years3 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  28/04/2017

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-1.11-2.532.301.64-7.08
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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