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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.

Objective

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

Performance

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

Breakdown

28/02/2019

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%
31/12/2018

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

Charges

  • Annual management1.50%
  • 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).