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Threadneedle UK Mid 250

Ranked 5 out of 12 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Philip Macartney

Philip Macartney is a portfolio analyst in the UK equities team at Columbia Threadneedle 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 CFA designation.

James Thorne

James Thorne joined Columbia Threadneedle 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.

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/07/2016 - 31/07/2017
  • Rank 5/12 Total Return
  • Rank 9/12 Standard Deviation
  • Rank 10/12 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 7.0%
2016 -3.6% -3.8% -11.4% 13.2% -0.2%
2015 19.2% 9.1% 4.9% -1.1% 5.3%
2014 3.2% 2.8% -5.2% 0.5% 5.3%
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%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
GBP Cash 6.44
Ascential PLC ORD 4.98
BTG PLC ORD 3.93
Just Group PLC ORD 3.82
Paysafe Group PLC ORD 3.76
Coats Group PLC ORD 3.62
Just Eat PLC ORD 3.57
GVC Holdings PLC ORD 3.48
Elementis PLC ORD 3.43
N Brown Group PLC ORD 3.40
30/06/2017

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. regular additional investment500

Charges

  • Annual management1.50%

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