Threadneedle UK Mid 250 Fund

The update was with both the managers of the small and mid-cap strategies. In part it was to discuss the opportunities within this area, and how the funds are responding to the opportunity. The funds have about a 70%/80% overlap in holdings and the key difference is that the smaller company strategy has more holdings in the AIM market.

In the recent market dislocation, small and mid-cap stocks were hit hard, however they remain very positive that even with the uncertainty of Brexit and COVID-19 this is an area which offers great opportunities. COVID-19 has accelerated certain themes and trends which tend to play out more in the companies found outside of the FTSE 100….read more

Fund Facts Morningstar

Notes

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