ISIN:
GB00B0XWNT29
IA Sector:
IA UK All Companies
Risk level:
FE fundinfo Rating:
2 of 5
Accumulation
Price:
196.9000 GBX
24 July 2026
Last change:
icon-down-small -0.90%
1 year change:
icon-down-small -0.23%
5 year annualised return:
-7.13%
12 month yield:
2.30%
Investing for longer increases the likelihood of positive returns. Over a period of 5 years or more, investments usually give you a higher return compared to cash savings. But investments can go down as well as up in value. So you could get back less than you put in.
Add to chart:
Fund Objective: To generate growth over the long term (5 years or more) by investing in UK mid-capitalisation equities (company shares). Performance Target: To achieve a return in excess of the FTSE 250 ex Investment Trusts Index over rolling five year periods (after charges). There is no certainty or promise that the Performance Target will be achieved. The FTSE 250 ex Investment Trust Index (the "Index") is a representative index of the stock market for the UK mid-sized companies.
| Manager name | abrdn Fund Managers Limited |
|---|---|
| Manager start date | 23 July 2018 |
| Manager Biography | Abby Glennie is Deputy Head of Smaller Companies at abrdn. She is lead manager on our UK Mid-Cap strategies and co-manager on our UK Smaller Companies strategies. Abby joined the Company in February 2013 as a member of the UK Equity Team, initially working on the UK Large Cap desk, before moving to Smaller Companies in Jan 2016. She was appointed Deputy Head of the team in early 2020, and as part of her role on the EMG she helps lead the Equities Charity Group. Prior to this she worked at Kames Capital (previously Aegon Asset Management) as a Graduate Trainee Investment Manager. Abby has a joint First-Class Honours degree in Economics and Finance and is a CFA charterholder. |
| Investment style: | Active,Growth |
|---|---|
| Region (geographical) | United Kingdom |
| Benchmark | FTSE 250 ex Inv Co |
|---|---|
| Sector | IA UK All Companies |
| FE fundinfo Rating | 2 of 5 |
Fund size: 41,333,755.71 GBX
Chart date: July 24, 2026
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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