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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.02% |
| Worst 1Y Total Return | -27.03% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000W9SN.L | Category Average | 0P0000W9SN.L | Category Average | 0P0000W9SN.L | Category Average | |
| Alpha | 0.39 | 0.01 | 1.38 | 0.01 | 0.73 | 0.01 |
| BETA | 1.04 | 0.01 | 1.05 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.62 | 0.01 | 0.91 | 0.01 | 0.96 | 0.01 |
| R-squared | 95.61 | 0.83 | 94.14 | 0.86 | 92.8 | 0.92 |
| Standard Deviation | 23.38 | 0.12 | 19.64 | 0.12 | 17.16 | 0.18 |
| Sharpe Ratio | 0.3 | 0.01 | 0.53 | 0.01 | 0.64 | 0 |
| Treynor Ratio | 4.01 | 0.08 | 8.39 | 0.14 | 9.4 | 0.08 |
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