Threadneedle UK Mid 250 Inst X Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBP 0.99 Day Change GBP -0.00 (-0.18%)
Price Date 20 Jan 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 98,565,395.61
Launch Date 15/09/2003 Standard Initial Charge (%) 0.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ2GRY39 Min TopUp (£) 0.00

Fund Objective

The aim of the Fund is to grow the amount you invested. The Fund invests at least two-thirds of its assets in shares of medium sized companies in the UK that are part of the FTSE 250 (excluding Investment Trusts) Index. The Fund may also invest in asset classes and instruments different from those stated above.

Fund Managers

James Thorne
James Thorne joined Threadneedle in 2010, as a portfolio manager. He is co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He is also responsible for stock analysis and idea generation for the wider team with research responsibility for chemicals and mid-cap industrials.James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i.He has a BSc in Oceanography with Geology from the University of Southampton and an MSc in Instrumentation and Analytical Science from the University of Manchester.