iShares FTSE 250 UCITS ETF GBP (Dist) | MIDD

Performance History31/12/2018
Growth of 1,000 (GBP) Advanced Graph
iShares FTSE 250 UCITS ETF GBP (Dist)
          | 
          MIDD
Fund3.011.06.117.4-13.4
+/-Cat-0.9-4.00.9-2.21.5
+/-B’mrk0.2-1.01.1-0.91.7
 
Key Stats
Closing Price
22/01/2019
 GBX 1786.20
Day Change -0.26%
Morningstar Category™ UK Mid-Cap Equity
Volume 122651
Exchange LONDON STOCK EXCHANGE, THE
ISIN IE00B00FV128
Fund Size (Mil)
21/01/2019
 GBP 745.60
Share Class Size (Mil)
21/01/2019
 GBP 745.60
Ongoing Charge
24/01/2018
  0.40%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research

The UK mid-cap equity Morningstar Category offers a limited number of options--both active and passive--for investors to choose from, but this FTSE 250 exchange-traded fund is by no means one of the most attractive. For starters, if history is...

Click here to read this analyst report on the underlying fund.
Investment Objective: iShares FTSE 250 UCITS ETF GBP (Dist) | MIDD
The fund is an exchange traded fund (ETF) that aims to track the performance of the FTSE 250 Index as closely as possible. The ETF invests in physical index securities. The FTSE 250 Index offers exposure to 250 UK stocks which rank below the FTSE 100 Index measured by full market capitalisation. The index is free float market capitalisation weighted. iShares ETFs are funds managed by BlackRock. They are transparent, cost-efficient, liquid vehicles that trade on stock exchanges like normal securities. iShares ETFs offer flexible and easy access to a wide range of markets and asset classes.
Returns
Trailing Returns (GBP)22/01/2019
YTD6.98
3 Years Annualised7.66
5 Years Annualised5.37
10 Years Annualised14.33
12 Month Yield 3.08
Dividend Paying Frequency Quarterly
Management
Manager Name
Start Date
Not Disclosed
26/03/2004
Inception Date
26/03/2004
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE 250 TR GBPFTSE 250 Ex Investment Trust TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  iShares FTSE 250 UCITS ETF GBP (Dist) | MIDD21/01/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock88.590.0588.55
Bond0.120.100.03
Property0.000.000.00
Cash1.770.401.37
Other9.990.009.99
Top 5 Regions%
United Kingdom88.17
United States3.68
Asia - Emerging2.02
Eurozone1.36
Europe - Emerging0.86
Top 5 Sectors%
Industrials22.36
Financial Services18.64
Consumer Cyclical18.13
Real Estate8.92
Technology7.26
Top 5 HoldingsSector%
Meggitt PLCIndustrialsIndustrials1.12
Just Eat PLCTechnologyTechnology1.09
Weir Group PLCIndustrialsIndustrials1.08
F&C Investment Trust Ord1.05
Bellway PLCConsumer CyclicalConsumer Cyclical1.04
iShares FTSE 250 UCITS ETF GBP (Dist) | MIDD