Legal & General UK Mid Cap Index Class C - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund invests in all the stocks from the FTSE 250 index of medium-sized and small UK companies, except investment trusts. Smaller businesses are more domestically focused and have more room for growth than those from the FTSE 100, though they add greater risk. By excluding investment trusts from the portfolio, we think it offers a purer exposure to UK businesses than a broader FTSE 250 index tracker. We think this fund could be a good addition to a broader investment portfolio aiming to deliver long-term growth. It could also be a good addition to a portfolio of other tracker funds. The fund's 0.08% ongoing annual charge makes it one of the cheapest FTSE 250 trackers available but without compromising on quality.Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
01/11/19 to 01/11/20 | 01/11/20 to 01/11/21 | 01/11/21 to 01/11/22 | 01/11/22 to 01/11/23 | 01/11/23 to 01/11/24 | |
---|---|---|---|---|---|
Annual return | -16.94% | 41.16% | -20.23% | -3.75% | 26.66% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.