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PREMIER UK MID 250 - Fund overview

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Overview of PREMIER UK MID 250

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PREMIER UK MID 250 does not fall into either of these categories at present.

Standard Initial Charge

5.25% 1.25%

Invest via Bestinvest

to save 4.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  November, 2003
Size  £34m
Yield 1.7%
Charging basis  –
Dividends paid  30/4, 31/10.
Bid price 425.59p -1.89p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 1.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.71%
Reduction in yield (10yr) 1.83%

Bestinvest says


No information available.

Portfolio

premier uk mid 250 asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
premier uk mid 250 equity geographic illustration
Allocation Proportion
UK 89%
Europe 11%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
premier uk mid 250 equity capitalisation illustration
Allocation Proportion
Large Caps 2%
Mid Caps 46%
Small Caps 52%

Investment process


The fund's objective is to achieve long term capital growth by investing mainly in a portfolio of medium sized companies selected from a range of companies listed on the FTSE 250 Index.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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