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Rev up your returns from the mid-sized UK companies well placed to race away

Rev up your returns from the mid-sized UK companies well placed to race away – but don’t forget the minnows


PUBLISHED: 22:24, 17 April 2021 | UPDATED: 12:28, 18 April 2021

As Britain finally throws off the shackles of endless lockdowns and restrictions, the economy stands poised to unfurl at welcome speed. But there is one group of companies that is making a particularly powerful resurgence.

Not the biggest, nor the smallest, but rather the medium-sized – or so-called mid-cap – firms. They include the Royal Mail, Domino’s Pizza, Marks & Spencer, National Express, Dunelm and Pets at Home.

Share prices have been steadily rising since November, when Covid vaccines were found to be effective. On Friday, the value of the UK’s mid-cap companies hit an all-time high. But their winning streak could have further to run, offering investors ample opportunity to benefit…

Funds for mid-cap fans

Investors who do not want to pick companies themselves may prefer to buy a fund. One of the simplest, cheapest options is to buy a fund that tracks the value of the FTSE 250…

James Carthew, head of investment trusts at research company QuotedData, mentions three investment trusts that cover this area.

‘Biggest and best-performing over five years is Mercantile Investment Trust,’ he says. ‘This £2billion-plus fund is managed by Guy Anderson at JPMorgan. It has made investors 13.5 per cent a year over the last five years,’ he adds.

The other two are JPMorgan Mid Cap and Schroder UK Mid Cap.

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