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F&C UK Mid Cap

Ranked 8 out of 17 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Wilson

Objective

The Fund aims to provide long-term capital growth by investing principally in the companies of the FTSE Mid-250 Index, though other UK listed equities may be held where the Investment Adviser deems this appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 4.0% -2.6%
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

31/08/2018

Top 10 Holdings

Stock Size
GBP Cash 7.41%
Beazley PLC ORD 4.92%
Pennon Group PLC ORD 4.88%
John Laing Group PLC ORD 4.84%
Phoenix Group Holdings ORD 4.74%
Melrose Industries PLC ORD 4.72%
DCC PLC ORD 4.15%
Balfour Beatty PLC ORD 3.94%
Close Brothers Group PLC ORD 3.92%
Brewin Dolphin Holdings PLC ORD 3.68%
31/08/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/12/2005
  • Share Class size02Mn
  • 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).