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LF Miton UK Smaller Companies A Acc

Ranked 49 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Martin Turner

Martin Turner joined Miton Group plc in May 2011. Prior to Miton, Martin spent nearly 20 years in the City. He qualified as a Chartered Accountant with Arthur Andersen in 1995 before moving to Rothschild and in time on to head of pan European mid and small caps sales at Merrill Lynch. Following this, he was head of sales at Teathers/Landsbanki before taking the head of small/mid cap equities role covering research, sales and trading at Collins Stewart.

Gervais Williams

Gervais Williams currently manages the Diverse Income Trust plc alongside the CF Miton UK Multi Cap Income Fund, CF Miton UK Smaller Companies Fund and is Managing Director of Miton Group plc. Gervais has been an equity portfolio manager since 1985. His career includes five years with Throgmorton Investment Management (later part of the Framlington Group), three years with Thornton Investment Management (part of Dresdner Bank) and 17 years with Gartmore Group Ltd where he was head of UK Small Companies investing in UK smaller companies and Irish equities. He has sat on two DTI committees on the quoted small cap sector, is a member of the AIM Advisory Council and recently joined the Board of Quoted Companies Alliance.


The fund aims to achieve attractive long-term returns by investing primarily in UK quoted smaller Comp. The fund will invest at least 80 per cent of its assets in the UK listed Comp that form the bottom 10 per cent by market capitalisation.

Showing fund performance in United Kingdom View performance globally


UK Smaller Companies over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -5.4%
2018 -9.2% 0.0% 7.8% -3.0% -13.2%
2017 20.6% 7.3% 2.0% 1.2% 8.9%
2016 3.5% -2.6% -7.8% 13.2% 1.8%
2015 14.1% 0.3% 7.0% 2.5% 3.7%
2014 0.6% 12.6% -6.8% -0.8% -3.5%
2013 56.2% 4.4% 0.1% 25.8% 18.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Aquis Exchange PLC ORD 3.80%
Cerillion PLC ORD 3.43%
Kape Technologies PLC ORD 3.40%
Conygar Investment Co PLC ORD 3.38%
STM Group PLC ORD 3.06%
Corero Network Security PLC ORD 2.68%
Kromek Group PLC ORD 2.62%
Zotefoams PLC ORD 2.52%
Nanoco Group PLC ORD 2.31%
Norish PLC 1.86%

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2012
  • Share Class size143Mn
  • Base currencyGBX
  • ISIN GB00B818N094

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000


  • Annual management1.50%

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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).