Threadneedle UK Mid 250 Fund Z Accumulation GBP

Name
Threadneedle UK Mid 250 Fund Z Accumulation GBP
Manager
Threadneedle Investment Services Ltd
Type
Open Ended Investment Company
ISIN
GB00B8BX5X11
Sector
UK All Companies
Launched
01/10/2012
OCF
0.9 %
Risk Rating
4
3 Year Sharpe
0.69
3 Year Alpha
-0.96
Yield
1 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
The investment objective of the UK Mid 250 Fund is to achieve capital growth from a portfolio of UK ‘mid cap’ equities. The ACD's investment policy is to invest the assets of the Fund primarily in a selection of medium sized companies which are constituents of the FTSE 250 (ex Investment Trusts) Index. If the ACD considers it desirable, it may also invest in companies which are not included in that index, and may hold cash and/or money market instruments.
Holding %
Ascential PLC 5.01 %
Just Group PLC 4.78 %
Elementis PLC 4.46 %
Melrose Industries PLC 4.12 %
BTG PLC 4.05 %
Wood Group (John) PLC 3.89 %
Clinigen Group PLC 3.65 %
Coats Group PLC 3.59 %
Intermediate Capital Group PLC 3.45 %
GVC Holdings PLC 3.29 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 30.93 %
Technology 12.70 %
Financial Services 12.00 %
Healthcare 11.35 %
Industrials 10.81 %
Basic materials 10.64 %
Name
Threadneedle Investment Services Ltd
Address
EC4N 6AG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Philip Macartney
Joined 06/19/2017

Philip Macartney is a portfolio manager in the UK equities team at Threadneedle with responsibility for researching UK companies in the media, telecoms, industrials and oil services sectors. Philip re-joined the company in 2015 having previously started his investment career at Threadneedle Asset Management Limited. Prior to re-joining, he worked as a Pan-European research analyst for Moore Capital Management and Bramshott Capital LLP. Philip holds a Masters in Engineering from the University of Cambridge. He also holds the Chartered Financial Analyst designation.

Philip Macartney
Joined 06/19/2017

Philip Macartney is a portfolio manager in the UK equities team at Threadneedle with responsibility for researching UK companies in the media, telecoms, industrials and oil services sectors. Philip re-joined the company in 2015 having previously started his investment career at Threadneedle Asset Management Limited. Prior to re-joining, he worked as a Pan-European research analyst for Moore Capital Management and Bramshott Capital LLP. Philip holds a Masters in Engineering from the University of Cambridge. He also holds the Chartered Financial Analyst designation.

Data provided by Morningstar.

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