Royal London UK Mid-Cap Growth Instl M

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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.

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