Royal London UK Mid Cap Growth Fund Class Institutional Z AccRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -12.2 | 33.9 | -4.2 | 17.7 | -25.3 |
| +/-Cat | 2.8 | 3.1 | -1.2 | 2.9 | -1.8 |
| +/-B’mrk | 3.0 | 3.1 | 4.3 | -0.6 | -4.6 |
| Category: UK Mid-Cap Equity | ||||||
| Category Benchmark: FTSE 250 Ex Investment Trus... | ||||||
| Key Stats | ||
| NAV 04/07/2022 | GBX 146.00 | |
| Day Change | 0.27% | |
| Morningstar Category™ | UK Mid-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00BG48LW09 | |
| Fund Size (Mil) 30/06/2022 | GBP 374.12 | |
| Share Class Size (Mil) 30/06/2022 | GBP 6.51 | |
| Max Initial Charge | - | |
| Ongoing Charge 24/03/2021 | 0.62% | |
| Investment Objective: Royal London UK Mid Cap Growth Fund Class Institutional Z Acc |
| The Fund's investment objective is to achieve capital growth 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 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, but which are listed in the UK. |
| Returns | |||||||||||||
|
| Management | ||
Manager Name Start Date | ||
Henry Lowson 01/01/2017 | ||
Inception Date 06/05/2014 | ||
| Advertisement |
| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
| Target Market | ||||||||||||||||||||
| ||||||||||||||||||||
| Portfolio Profile for Royal London UK Mid Cap Growth Fund Class Institutional Z Acc | 31/05/2022 |
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||
| Top 5 Holdings | Sector | % |
 Telecom Plus PLC |  Utilities | 3.21 |
| Chemring Group PLC |  Industrials | 2.87 |
| Euromoney Institutional Investor...
|  Financial Services | 2.67 |
| Grainger PLC |  Real Estate | 2.59 |
| WH Smith PLC |  Consumer Cyclical | 2.59 |
| ||
 Increase  Decrease  New since last portfolio | ||
| Royal London UK Mid Cap Growth Fund Class Institutional Z Acc | ||
