F&C UK Mid-Cap C Net Acc

Name
F&C UK Mid-Cap C Net Acc
Manager
BMO (F&C Management Ltd)
Type
Open Ended Investment Company
ISIN
GB00B60SFN31
Sector
UK All Companies
Launched
29/06/2012
OCF
0.81 %
Risk Rating
3
3 Year Sharpe
0.86
3 Year Alpha
1.03
Yield
1.5 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
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. The Fund may use derivatives to maintain, increase or reduce the exposure to particular stocks or a relevant index. Derivatives will normally be exchange traded contracts, with the exception of any forward foreign exchange contracts. The Fund may also invest in money market instruments and deposits.
Holding %
Melrose Industries PLC 5.18 %
John Laing Group PLC 4.85 %
Phoenix Group Holdings 4.62 %
Beazley PLC 4.55 %
National Express Group PLC 4.37 %
DCC PLC 4.00 %
Pennon Group PLC 3.97 %
Land Securities Group PLC 3.97 %
Mondi PLC 3.81 %
Cairn Energy PLC 3.78 %
Region %
United Kingdom 94.02 %
Sector %
Industrials 26.35 %
Financial Services 21.67 %
Consumer Cyclical 15.96 %
Basic materials 11.87 %
Energy 9.87 %
Utilities 5.04 %
Real Estate 5.03 %
Name
BMO (F&C Management Ltd)
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

David Moss
Joined 05/31/2018

David Moss is a Director, Fund Manager and Head of the European Equities team. From 1998-1999, he focused on UK Equity and prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. He joined the Group in 1996. David began his career in 1987 at Barclays Bank, where he worked as an Analyst on the Corporate Lending Team, working primarily with recovery situations for small to medium-sized enterprises. David graduated from the University of Loughborough in 1996 with a BSc Economics. He has obtained his ACIB and IIMR qualifications.

Data provided by Morningstar.

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