Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LF Miton UK Value Opportunities Ret A Acc

Ranked 244 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Jackson

Andrew Jackson joined Miton Group in June 2016 and became manager of the CF Miton UK Value Opportunities fund in July 2016. Prior to Miton, Jackson worked at EdenTree Investment Management where he was fund manager of the Ecclesiastical UK Equity Growth fund from November 2003 until July 2015. During his career he has been responsible for UK and Irish equity investments at Canada Life, managed the specialist UK Small Cap Funds for Lloyds Investment Managers (later Hill Samuel Asset Management) and helped to set up the Smaller Companies Desk at SG Asset Management.


The Fund aims to achieve long-term capital growth by investing primarily in UK companies which the investment manager considers to be undervalued by the market.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 244/255 Total Return
  • Rank 199/255 Standard Deviation
  • Rank 235/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -18.0% -5.7% 7.6% -3.1% -16.7%
2017 23.9% 8.6% 7.2% 2.8% 3.5%
2016 -2.3% -2.6% -12.6% 12.1% 2.4%
2015 22.8% 4.1% 10.9% 2.8% 3.4%
2014 10.4% 4.9% 0.6% 1.4% 3.1%
2013 0.4% 12.2% 7.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Dart Group PLC ORD 2.74%
Vitec Group Plc ORD 2.49%
Future PLC ORD 2.46%
Coats Group PLC ORD 2.14%
St. Modwen Properties PLC ORD 2.08%
GlaxoSmithKline PLC ORD 2.05%
Redrow PLC ORD 2.03%
Bellway PLC ORD 1.98%
Speedy Hire PLC ORD 1.97%
Synthomer PLC ORD 1.92%

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size388Mn
  • Base currencyGBX
  • ISIN GB00B8KV0M06

Purchase Info

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


  • Annual management1.50%
  • Initial investment0.00%

Related News

Miton's Jackson runs rule over stocks after double blow

'Frustrating' run featuring knocks from Conviviality and Just Group prompt Andrew Jackson to reappraise Miton UK Value Opps portfolio.

Fund managers say sorry as they lick Conviviality wounds

'We are very sorry', say Acorn Income managers, while Marlborough's Siddarth Chand Lall labels investment 'a hard and painful lesson'.

Miton's Jackson buys more Barclays on Bramson swoop

Andrew Jackson believes the activist's decision to buy a 5.16% stake in Barclays makes the bank's investment case more attractive.

Miton’s Jackson: Where are the UK value traps?

Andrew Jackson addresses where he sees the value traps are, his view on bricks and mortar, and gives his thoughts on Provident Financial.

The professional investor: 7 magnificent funds for tough 2017

Our experienced investor columnist has his annual brainstorm with the Hawksmoor investment team and returns with some fund tips.

Miton’s profits double as chairman Dighé steps down

Miton reported assets under management (AUM) rose by 4.3% and pre-tax profits doubled in 2016 in executive chairman Ian Dighé’s last results before stepping down.

Hamilton's Polar UK Value Opps races to £150m

The fund, managed by Georgina Hamilton, launched on 1 February with £110 million and its assets climbed to £151 million by the start of March.

Polar Capital launches UK value fund for Hamilton

Polar Capital is launching a UK value opportunities fund for Georgina Hamilton.

Miton inflows drive assets under management to £2.9 billion

Miton Group has shrugged off the impact of a first half of outflows by recording £91 million in net flows in the second half of the year.

Why this trust bought Miton after shock double exit

Gresham House Strategic bought more Miton after its share price plunged on the exit of two of its fund manager stars earlier this year.


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