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LSE - Delayed Quote GBp

Franklin UK Mid Cap Fund Z(acc) (0P0000W9SN.L)

306.94
-0.02
(-0.01%)
As of September 13 at 9:00:00 PM GMT+1. Market Open.

Fund Summary

The Fund aims to grow in value by more than the FTSE 250 (ex-Investment Trusts) Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted. The Fund will 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.

Franklin UK Mid Cap Fund Z(acc)

Fund Overview

Category UK Mid-Cap Equity
Fund Family Franklin Templeton Fund Management Ltd
Net Assets 1.14B
YTD Return 23.67%
Yield 0.36%
Morningstar Rating
Inception Date May 31, 2012

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0000W9SN.L Category Average
Annual Report Expense Ratio (net) 0.00% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 0.00% --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul N. Spencer, Lead Manager since October 17, 2011
Paul joined the team in March 2006 from TD Waterhouse where he was Head of Research, specialising in small and mid cap investment analysis.From 1987 to 1991 he was an investment analyst and Head of Research for BWD Rensburg Limited and from July 1991 to October 1995. Paul joined TD Waterhouse in March 1999 from Granville Davies Limited where he was a Director and Small and Mid Cap analyst. Paul also provides support to Mark Hall and Stuart Sharp.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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