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BMO UK Mid-Cap 1 Acc

Ranked 7 out of 15 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Wilson

Objective

The Fund aims to achieve long-term capital growth by investsing primarily in medium sized UK companies. Medium sized companies are defined for the Fund as companies which, at the time of initial purchase, have a market capitalisation in the lower half of the FTSE 100 or equivalent to companies listed in the FTSE Mid 250 ex-IT index.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/12/2017 - 31/12/2018
  • Rank 7/15 Total Return
  • Rank 3/15 Standard Deviation
  • Rank 7/15 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -14.9% -1.8% 4.0% -2.6% -14.5%
2017 17.2% 5.1% 6.6% -1.7% 6.4%
2016 4.2% -1.9% -6.1% 13.2% -0.2%
2015 12.7% 5.9% 4.7% -4.7% 6.7%
2014 8.4% 3.3% -4.1% 0.7% 8.7%
2013 35.3% 14.4% -0.7% 6.9% 11.4%
2012 24.3% 12.0% -4.5% 9.9% 5.7%
2011 -3.4% 3.5% 2.5% -13.3% 5.0%
2010 33.6% 10.3% -6.8% 17.0% 11.1%
2009 45.7% -2.4% 15.9% 26.6% 1.7%
2008 -34.9% -3.7% -4.9% -15.4% -15.9%
2007 -1.0% 4.1% -1.0% -2.3% -1.6%
2006 18.4% 9.5% -6.1% 4.6% 10.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
GBP Cash 5.98%
Phoenix Group Holdings ORD 4.50%
Melrose Industries PLC ORD 4.48%
Close Brothers Group PLC ORD 4.36%
DCC PLC ORD 4.18%
Balfour Beatty PLC ORD 4.03%
John Laing Group PLC ORD 3.96%
Lancashire Holdings Ltd ORD 3.96%
Weir Group PLC ORD 3.72%
Brewin Dolphin Holdings PLC ORD 3.71%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/12/2005
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B0RBLJ18

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).