Quick Stats

Bid Price - Offer Price -
Mid Price GBX 272.23 Day Change GBX +0.54 (0.20%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.60 %
Total Expense Ratio 1.65 Fund Size 106,271,527.35
Launch Date 15/09/2003 Standard Initial Charge (%) 3.75
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 2,000.00 Total Expense Ratio (%) 1.65
ISIN GB0033547604 Min TopUp (£) 1,000.00

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 the company in 2010 as a portfolio manager in the UK equities team. He is manager of the Threadneedle UK Smaller Companies Fund, the Ethical UK Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund along with 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.
Philip Macartney
Philip Macartney is a portfolio manager in the UK equities team with responsibility for researching UK companies in the media, oil & gas, large cap 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.