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LF Miton Balanced Multi Asset B GBP Acc Unhgd

Ranked 153 out of 155 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Jane

David Jane joined M&G’s global specialist equity team in December 2000 and was appointed head of M&G equity investment in September 2002. He then left the group in 2010 and launched the Darwin Multi Asset Fund in May 2011, which was then bought by Miton Group in 2014. Jane has over 20 years of fund management experience and was head of global financials research at Axa Investment Management prior to joining M&G. He was also director of global financials research at Newton Investment Management. A graduate of Keele University, Jane holds a degree in statistics and economics.

Anthony Rayner

Anthony Rayner is currently a fund manager at Miton. Rayner has 17 years investment experience. Previously he worked for Darwin Investments focusing on the portfolio construction and risk on the Darwin Multi Asset Fund. Prior to Darwin he worked for M&G working on portfolio construction and risk for UK equity funds and then for the multi asset fund range.

Objective

The fund will invest in a portfolio of global mixed assets comprising of equities, fixed income securities, property and commodities. Whilst a combination of asset classes will always be held, not all asset classes will necessarily be held all the time, with the exception of equities and equity related securities (such as ordinary and preference shares, global depositary receipts and American depositary receipts) listed or traded on Regulated Markets. Investments in equities and fixed income securities will be of a direct nature, and exposure will be gained indirectly in property and commodities. It is expected that equities will be the most significant holding in the portfolio most of the time.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 2.2% 1.7% -11.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/01/2018
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BF1CVZ13

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).