LF Miton US Smaller Companies B Acc

Ranked 28 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Nicholas Ford

Nicholas Ford joined Miton Group plc from his role as Investment Director on the US and Global Desk at Scottish Widows Investment Partnership. He has over 20 years of experience in managing equity funds. His previous roles include co-manager of the Gartmore US Smaller Companies fund, manager of the US unit trusts for Sun Alliance and Clerical Medical, as well as working as a member of the small cap team at F&C Asset Management.

Hugh Grieves

Hugh Grieves joined Miton Group plc in January 2013 having previously worked for Herald Investment where he was responsible for managing the Herald Worldwide Fund. From 2000-2008 he co-managed the technology funds at Societe Generale Asset Management Ltd with Alan Torry and sole managed the funds from 2008-2009. Prior to that he worked from 1995-2000 in the US smaller companies team at Gartmore, having graduated from Bristol in Economics. Hugh is a CFA charterholder.

Objective

The fund aims to achieve capital growth. At least 80% of the fund will invest in the shares of smaller companies listed, quoted or traded in the United States of America and in companies which have a significant part of their activities in the United States of America. The smaller companies that the fund invests in will typically have a market value of US$ 100 million to US$ 6 billion at the time of purchase. The fund may also invest in collective investment schemes, cash, money market instruments, other transferable securities (including fixed interest securities and money market securtities) and use derivatives and forward transactions for the purposes of Efficient Portfolio Management.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 28/02/2019 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.1%
2018 20.9% 12.7% -20.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/03/2018
  • Share Class size113Mn
  • Base currencyGBP
  • ISIN GB00BF54H991

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.75%

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