Threadneedle UK Mid 250 Ins Acc GBP


Fund Info

  • Yield History0.84%
  • 3 Year sharpe0.51
  • 3 Year alpha-1.66
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.65%
  • SectorUK All Companies
  • Manager GroupColumbia Threadneedle
  • DomicileUnited Kingdom
  • ISINGB0033547711

Investment Strategy

The investment objective of the UK Mid 250 Fund is to achieve capital growth from a portfolio of UK ‘mid cap’ equities. The ACD's investment policy is to invest the assets of the Fund primarily in a selection of medium sized companies which are constituents of the FTSE 250 (ex Investment Trusts) Index. If the ACD considers it desirable, it may also invest in companies which are not included in that index, and may hold cash and/or money market instruments.