CT UK Mid 250 Fund Z Accumulation GBPRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -19.2 | 28.8 | 0.7 | 15.1 | -26.3 |
![]() | +/-Cat | -4.2 | -2.0 | 3.6 | 0.3 | -2.9 |
![]() | +/-B’mrk | -4.0 | -2.0 | 9.1 | -3.3 | -5.7 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: FTSE 250 Ex Investment Trus... |
Key Stats | ||
NAV 06/07/2022 | GBP 1.88 | |
Day Change | 0.90% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B8BX5X11 | |
Fund Size (Mil) 30/06/2022 | GBP 71.57 | |
Share Class Size (Mil) 06/07/2022 | GBP 57.21 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 04/02/2022 | 0.92% |
Investment Objective: CT UK Mid 250 Fund Z Accumulation GBP |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
James Thorne 01/12/2013 | ||
Craig Adey 01/12/2020 | ||
Inception Date 01/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CT UK Mid 250 Fund Z Accumulation GBP | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.46 |
![]() | ![]() | 3.63 |
![]() | ![]() | 3.32 |
![]() | ![]() | 2.67 |
![]() | ![]() | 2.57 |
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CT UK Mid 250 Fund Z Accumulation GBP |