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Threadneedle UK Mid 250 Inclusive - Class 1 - Accumulation (GBP)

Sell:248.68p Buy:248.68p Change: 2.85p (1.16%)
Prices as at 24 June 2022
Sell:248.68p
Buy:248.68p
Change: 2.85p (1.16%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 24 June 2022
Sell:248.68p
Buy:248.68p
Change: 2.85p (1.16%)
Prices as at 24 June 2022
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/06/17 to 24/06/18 24/06/18 to 24/06/19 24/06/19 to 24/06/20 24/06/20 to 24/06/21 24/06/21 to 24/06/22
Annual return 8.42% -6.27% -10.46% 38.20% -22.98%

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.

Information about the fund

Fund manager biography

manager photo
Manager Name: Craig Adey
Manager start date: 1 December 2020
Manager located in: London

Craig Adey is a portfolio manager in the UK equities team. He is co-manager of the Threadneedle UK Mid 250 strategy, deputy manager of the Threadneedle UK Smaller Companies strategy and co-manager for a range of institutional mandates. He previously held responsibility for banks, distributors, gaming and non-life insurance sectors for the wider team, and before that worked in the Client Portfolio Manager role for the team. Craig has a First Class Honours degree in International Business, Finance and Economics from the University of Manchester. He also holds the Chartered Financial Analyst designation and the Investment Management Certificate.

manager photo
Manager Name: James Thorne
Manager start date: 20 May 2013
Manager located in: London

James Thorne joined the company in 2010 as a portfolio manager in the UK equities team. He is lead manager of the Threadneedle UK Smaller Companies Fund, deputy manager of the Threadneedle UK Sustainable Equity Fund and co-manager of the Threadneedle UK Mid 250 Fund as well as for a range of small and mid-cap institutional portfolios. He has previously held responsibility for a range of sectors for the wider team including chemicals and technology. 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.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account