FTF Martin Currie UK Mid Cap Fund S (Inc)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -14.0 | 19.3 | -19.6 | 9.7 | 9.6 |
![]() | +/-Cat | -11.1 | 4.5 | 2.6 | 3.8 | -2.6 |
![]() | +/-B’mrk | - | - | - | -6.8 | 0.2 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.10 | |
Day Change | 1.19% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BYW0QZ27 | |
Fund Size (Mil) 31/07/2024 | USD 857.87 | |
Share Class Size (Mil) 14/08/2024 | GBP 111.27 | |
Max Initial Charge | - | |
Ongoing Charge 30/04/2024 | 0.61% |
Morningstar Research |
Analyst Report | 23/02/2024 Daniel Nilsson, Analyst Morningstar, Inc |
Franklin UK Mid Cap benefits from a stable team-based approach and an experienced lead manager well-versed in its implementation. The W clean share class retains its Morningstar Analyst Rating of Bronze; the S share class is Silver. Richard... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: FTF Martin Currie UK Mid Cap Fund S (Inc) |
The Fund aims to increase in value through investment growth by more than the FTSE 250 (ex-Investment Trusts) Index over periods of five years after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of medium-sized companies that are constituents of the FTSE 250 (ex-Investment Trusts) Index and that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30–50 companies. The Investment Manager tries to further reduce risk by making sure no single company share dominates the Fund’s investments. Normally, the Investment Manager tries to keep shareholdings in any individual company between 1.5% and 5% of the Fund’s total value. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Richard Bullas 01/09/2013 | ||
Daniel Green 30/06/2020 | ||
Click here to see others | ||
Inception Date 31/08/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTF Martin Currie UK Mid Cap Fund S (Inc) | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.78 |
![]() | ![]() | 4.77 |
![]() | ![]() | 4.57 |
![]() | ![]() | 4.37 |
![]() | ![]() | 4.36 |
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FTF Martin Currie UK Mid Cap Fund S (Inc) |