Franklin UK Mid Cap W Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.58%
  • 3 Year sharpe-0.05
  • 3 Year alpha2.54
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorUK All Companies
  • Manager GroupFranklin Templeton
  • DomicileUnited Kingdom
  • ISINGB00B7BXT545

Investment Strategy

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 will 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.

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