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Threadneedle UK Mid 250

Ranked 7 out of 10 in - UK Medium Companies over 12 months
All calculations are in GBP

Managed by

James Thorne

London-born James Thorne holds a degree in oceanography and a masters in instrumentation and analytical science. He began his investment career as a Japanese equities analyst with Abbey Life in 1998, moving to Hill Samuel in 1999 to work in the UK small cap sector where he has remained. He worked as an analyst with 3i from 2000 to 2005, and then moved to Barings where he managed their UK small cap fund. He currently works for Threadneedle, where he runds the UK Smaller Companies Fund having joined the company in 2010. Away from the office James enjoys the cinema, theatre, music and golf.

Matt Evans

Objective

The aim of the Fund is to achieve capital growth by investing primarily in a selection of medium sized companies, which are constituents of the FTSE 250 (ex Investment Trusts) Index. If desirable, the Fund may also invest in companies which are not included in that index, and may hold cash and/or money market instruments.

Performance

UK Medium Companies over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -3.4% 2.8% -5.2% -0.9%
2013 29.7% 12.2% 0.0% 8.2% 6.8%
2012 27.1% 13.8% -2.8% 9.7% 4.7%
2011 -8.8% 1.2% 2.7% -15.8% 4.2%
2010 27.2% 8.7% -7.4% 13.2% 11.7%
2009 38.2% -1.9% 16.3% 20.7% 0.4%
2008 -30.5% -2.1% -3.8% -14.3% -13.9%
2007 6.1% 5.6% -1.2% -1.2% 3.0%
2006 28.6% 15.1% -4.8% 5.7% 11.1%
2005 23.1% 0.6% 3.0% 8.3% 9.7%
2004 19.6% 8.2% 0.2% -0.3% 10.7%
2003 5.4% 5.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
Close Brothers Group PLC ORD 3.79
AZ Electronic Materials SA ORD 3.43
Pennon Group PLC ORD 3.42
AVEVA Group PLC ORD 2.89
Premier Oil PLC ORD 2.76
Balfour Beatty PLC ORD 2.74
Rentokil Initial PLC ORD 2.73
Tyman PLC ORD 2.59
Intermediate Capital Group PLC ORD 2.58
CSR PLC ORD 2.55
30/04/2014

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Singapore
  11. Spain
  12. United Kingdom

Fund Info

  • Launch date15/09/2003
  • Share Class size106Mn
  • Base currencyGBP
  • ISIN GB0033547604

Purchase Info

  • Min. initial investment2,000
  • Min. additional investment500

Charges

  • Annual management1.5%

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).