Royal London UK Mid-Cap Growth Instl M

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.95%
  • 3 Year sharpe0.59
  • 3 Year alpha2.7
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • IA SectorUK All Companies
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B5BRW420

Investment Strategy

The Fund's investment objective is to achieve capital growth (1) over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK medium-sized companies (2) listed on the London Stock Exchange. At least 50% of the Fund will be invested in medium sized UK companies that form part of the FTSE 250 ex-IT Index. UK companies are defined as those domiciled in the UK, or which have significant UK business operations. Up to 30% of the Fund's assets may be invested in the shares of medium-sized companies that are not UK companies (as defined above), but which are listed in the UK.

Latest news

Currently there for this fund. Visit our news hub for other news .