Unlock stock picks and a broker-level newsfeed that powers Wall Street.

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.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
6
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
2.5

Broker Availability

  • Raymond James Investment Services Ltd

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.

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

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Related Tickers