BMO UK Mid-Cap C Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.78%
  • 3 Year sharpe0.26
  • 3 Year alpha-5.31
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • IA SectorUK All Companies
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B60SFN31

Investment Strategy

The Fund aims to achieve long-term capital growth. The Fund invests primarily in medium sized UK companies. Medium sized companies are defined for the Fund as companies which, at the time of initial purchase, have a market capitalisation in the lower half of the FTSE 100 or equivalent to companies listed in the FTSE Mid 250 ex-IT index. UK companies are those from any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK.

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