CT UK Mid 250 Fund Institutional Accumulation GBP
Key Documents
Overview
Fund objective and policy
Fund Managers
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Environmental, Social and Governance Introduction
At Columbia Threadneedle Investments we incorporate financially material ESG factors in our research and decision-making with the objective of delivering stronger, long term risk-adjusted returns. Different funds may put more emphasis on ESG factors and some may have specific ESG objectives. The classifications, disclosures and policies below are provided to inform your investment decisions.
Sustainability-related disclosures
Performance
Significant Events
Fund Changes
For detailed information on Fund Changes please see "Significant events - Threadneedle UK Regulated Funds" PDF available on www.columbiathreadneedle.com/en/changes/
Key Risks
- The value of investments can fall as well as rise and investors might not get back the sum originally invested.
- Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.
- The Fund may invest in derivatives (complex instruments linked to the rise and fall of the value of other assets) with the aim of reducing risk or minimising the cost of transactions. Such derivative transactions may benefit or negatively affect the performance of the Fund. The Manager does not intend that such use of derivatives will affect the overall risk profile of the Fund.
- An investment style bias can impact a Fund’s performance relative to its benchmark in a positive or negative way. No investment style performs well in all market conditions. When one style is in favour another may be out of favour. Such conditions may persist for short or long periods. A Fund exhibits a growth style bias relative to its benchmark if the majority of the Fund invests in companies with above average growth rates, or good growth potential (based on indicators such as earnings and sales growth) relative to its benchmark. However, there is no guarantee that such companies will continue to show such characteristics in the future. A Fund’s investment style may also change over time.
- The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used. This means that the fund’s value is likely to fall and rise more frequently and this could be more pronounced than with other funds.
- The risks currently identified as applying to the Fund are set out in the "Risk Factors" section of the prospectus.
UCITS SRRI Risk Score
Investment Process
Key Facts
Fund
- Product TypeOEIC
- CapabilityEquity : UK
- Asset ClassEquity
- Region of InvestmentUK
- Target BenchmarkFTSE 250 ex Investment Trusts
- Comparator Peer GroupIA UK All Companies
- Fund Launch Date15 Sept 2003
- Fund CurrencyGBP
- Fund DomicileUnited Kingdom
- Fund UmbrellaColumbia Threadneedle Specialist Funds (UK) ICVC
- Investment Management CompanyThreadneedle Asset Management Limited
Share class
- Share Class CurrencyGBP
- Share Class Launch Date15 Sept 2003
- Minimum Initial Investment£500,000.00
- Distribution FrequencyAnnual
- XD Date(s)01-May
- Pay Date(s)30-Jun
Codes
- ISINGB0033547711
- SEDOL3354771
- CiticodeTD48
- Bloomberg IDTHUKMIA LN
- MEX IDADUM2
- WKNA0F5B0
- Valoren1760944
Fees & Charges
Full Portfolio Holdings
Literature
Regulatory Documents
- 2 documents available
Fund Literature
- 5 documents available
Fund Managers
Craig Adey is a portfolio manager in the Pan-European Small Cap team, covering UK equities, having joined in 2011. He is co-manager of the CT UK Mid 250 strategy, deputy manager of the CT UK Smaller Companies strategy and co-manager for a range of institutional mandates. Craig also co-manages the UK sleeve of the Global Smaller Companies Trust. He previously held responsibility for banks, distributors, gaming and non-life insurance sectors for the wider team, and before that worked in client portfolio management for the team. Craig holds a First Class Honours degree in International Business, Finance and Economics from the University of Manchester. Craig holds the Chartered Financial Analyst designation and the Investment Management Certificate.
James Thorne is a portfolio manager in the Pan-European Small Cap team, covering UK equities, having joined the company in 2010. He is lead manager of the CT UK Smaller Companies Fund and co-manager of the CT UK Mid 250 Fund, as well as for a range of small and mid-cap institutional portfolios. James also co-manages the UK sleeve of the Global Smaller Companies Trust. He has previously held responsibility for a range of sectors for the wider team including chemicals and technology. James has extensive experience of the smaller companies sector, having worked at Barings 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.
Important Information
Your capital is at risk. Columbia Threadneedle Specialist Funds (UK) ICVC (“CTSF”) is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UK UCITS scheme.This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The CTSF's current Prospectus, the Key Investor Information Document (KIID),latest annual or interim reports and the applicable terms & conditions. are available from Columbia Threadneedle Investments at PO Box 10033, Chelmsford, Essex CM99 2AL, your financial advisor and/or on our website www.columbiathreadneedle.com.Issued by Threadneedle Investment Services Limited. Registered in England and Wales, Registered No. 3701768, Cannon Place, 78 Cannon Street London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority.Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
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