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Threadneedle UK Mid 250 Fund Z Accumulation GBP (0P0000X3J3.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
190.88+1.85 (+0.98%)
At close: 08:00PM GMT
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Threadneedle UK Mid 250 Fund Z Accumulation GBP

Dreikönigstrasse 31a

London EC4N 6AG

Management Information
Simon Haines,Lead Manager since January 1, 2005
Simon Haines joined Threadneedle in 1999 as a trainee UK fund manager and progressed to fund manager in January 2005. He manages the Threadneedle UK Mid 250 Fund and is a member of the aerospace and defence, building and construction, beverages and financials sector research teams. He graduated with a degree in Biology from Oxford University in 1999 and passed all three levels of CFA in 2004.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryUK Mid-Cap Equity
Fund FamilyThreadneedle Investment Services Ltd
Net Assets72.53M
YTD Return-25.41%
Yield0.92%
Morningstar Rating★★★★
Inception DateOct 1, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover53.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000X3J3.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load3.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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