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At a glance
Index
FTSE 250 (ex Investment Trusts)
Launch date
Sep 2003
Fund size
£85.2m
Fund currency
GBP
OEICs
Fund Managers
Simon Haines
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UK Mid 250 Fund
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. Discover more about the fund by viewing the tabs below:
Graph as at 12 noon: 31st March 2012
Key Selling Points
- A concentrated fund with a sharp focus on high conviction ideas. It aims to out perform both the FTSE 250 Index and the IMA UK All Companies sector from a portfolio of typically up to 50 holdings.
- The manager focuses on finding stocks with sustainable growth, where the forecasts and the rating given by the market fail to appreciate the stock's full potential.
- Comprehensive UK equity range - the Fund is part of a UK equity range that offers options from large-cap holdings to equity income and specialist funds.
- Well resourced investment team - Threadneedle's UK equity team consists of 11 portfolio managers who operate within Threadneedle's wider team of more than 100 investment professionals.
| Fund Manager | Simon Haines |
| Launch Date | September 2003 |
| Index | FTSE 250 (ex. IT) |
| IMA Sector | UK All Companies |
| Annual management charge | 1.50% retail |
| Minimum investment | £2,000 |
| Fund codes | |
| ISIN | GB0033547604 |
| Sedol | 3354760 |
| Bloomberg | TDUKMRA LN |
Investment Process
Threadneedle UK Mid 250 Fund focuses on three key investment principles to drive stock selection:
1. Where might the consensus forecasts be wrong?
2. What is the growth rate and how sustainable is it?
3. Could the stock be re-rated given the fund manager's view of
the market?
One of the primary considerations of the Fund given its focused nature is discipline and equally knowing when to hold and when to exit a holding. A stock must satisfy each of the three key principles to be considered as a holding within the portfolio. Overarching all the above is a clear view of markets and therefore asking the right questions given the current market conditions.
Investment Strategy
The Fund Manager has identified four key themes that are currently driving stock selection strategy:
1. Cyclical recovery - both consumer and industrial.
2. Gearing into risk asset recovery.
3. Defensive growth.
4. Desirable markets, technologies, M&A targets.
By focusing on these themes, the Fund Manager targets the most appropriate areas of the market to generate the stock ideas with the most potential.
- Simon Haines
Simon Haines joined Threadneedle in 1999 as a trainee UK fund manager, progressing to fund manager in January 2005. He manages the Threadneedle UK Mid 250 Fund, the Threadneedle UK Accelerando Fund, the Threadneedle Pensions UK Equity High Alpha Fund and a UK Equity High Alpha segregated mandate.
Simon also has research responsibility for the Construction & Materials and General Financial sectors. Simon graduated with a degree in biology from Oxford University in 1999 and passed all three levels of CFA in 2004.
Fund Profile
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Fund Factsheet
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UK Equity Range Brochure
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Fund Application Form
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ISA Transfer Pack
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ISA Application Form
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