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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Henry Lowson 01/01/2017 | ||
Inception Date 06/05/2014 |
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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 Royal London UK Mid Cap Growth Fund Class Institutional Z Acc | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.21 |
![]() | ![]() | 2.87 |
![]() | ![]() | 2.67 |
![]() | ![]() | 2.59 |
![]() | ![]() | 2.59 |
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Royal London UK Mid Cap Growth Fund Class Institutional Z Acc |