Factsheet: 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
0.92
3 Year Alpha
2.67
Yield
1.9 %
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 %
John Laing Group PLC 6.51 %
Melrose Industries PLC 5.44 %
Pennon Group PLC 5.02 %
UBM PLC 5.01 %
National Express Group PLC 5.00 %
Phoenix Group Holdings 4.83 %
Brewin Dolphin Holdings PLC 4.20 %
Beazley PLC 3.64 %
Greencore Group PLC 3.54 %
Mondi PLC 3.47 %
Region %
United Kingdom 88.24 %
Eurozone 7.63 %
Sector %
Industrials 28.20 %
Financial Services 21.34 %
Consumer Cyclical 20.29 %
Basic materials 11.36 %
Utilities 6.20 %
Name
BMO (F&C Management Ltd)
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Tom Wilson
Joined 04/28/2015

Head of EMEA (Europe, Middle East and Africa), SIMNA Ltd.

Data provided by Morningstar.

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