Threadneedle UK Mid 250 Z Acc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.20%
  • 3 Year sharpe-0.01
  • 3 Year alpha1.44
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.91%
  • IA SectorUK All Companies
  • Manager GroupColumbia Threadneedle Investments
  • DomicileUnited Kingdom
  • ISINGB00B8BX5X11

Investment Strategy

The Fund aims to achieve capital growth over the long term. It looks to outperform the FTSE 250 ex Investment Trusts Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 90% of its assets in shares of companies listed on the London Stock Exchange; predominantly companies domiciled in the UK, or which have significant UK business operations.

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