LF Miton Cautious Multi Asset Fund B Accumulation

Name
LF Miton Cautious Multi Asset Fund B Accumulation
Manager
Miton Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B0W1V856
Sector
Mixed Investment 20-60% Shares
Launched
03/01/2006
OCF
0.81 %
Risk Rating
4
3 Year Sharpe
0.60
3 Year Alpha
-0.76
Yield
3 %
Benchmark
Not Benchmarked
The investment manager will take a fundamental and value driven approach to portfolio allocation, dependent on the relevant attractions of the world equity, fixed interest and currency markets. The fund will take an aggressive view of the stock market weightings in the portfolio, when compared to a neutral world market capitalisation.
Holding %
Gold Bullion Securities ETC 5.39 %
United States Treasury Bonds 4.5% 2.82 %
United States Treasury Bonds 3% 2.48 %
United States Treasury Bonds 3.38% 2.39 %
Microsoft Corp 2.03 %
United States Treasury Bonds 3% 1.86 %
Amazon.com Inc 1.67 %
Mastercard Inc A 1.65 %
Salesforce.com Inc 1.58 %
Visa Inc Class A 1.52 %
Region %
United States 41.63 %
United Kingdom 21.64 %
Asia - Emerging 9.44 %
Europe - ex Euro 7.53 %
Japan 6.19 %
Sector %
Consumer Cyclical 19.03 %
Financial Services 17.25 %
Technology 12.16 %
Industrials 10.37 %
Basic materials 10.18 %
Real Estate 7.65 %
Consumer Defensive 7.16 %
Name
Miton Asset Management Limited
Address
EC4M 8AB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Anthony Rayner
Joined 06/09/2014

Anthony Rayner joined Miton Group plc in June 2014. Prior to Miton, Anthony worked for Darwin Investment Management Ltd, analysing portfolio construction and risk for the Darwin Multi Asset Fund alongside David Jane. Prior to this, he worked for M&G, focusing on portfolio construction and risk for UK equity funds and then for the multi asset fund range. Previously, he was a member of the Asset Allocation and Economics team at Merrill Lynch Investment Managers.

David Jane
Joined 06/09/2014

David Jane joined Miton Group plc in June 2014. He founded Darwin Investment Management Ltd in September 2010 and prior to that he was Head of Equities Investments at M&G. David joined M&G in December 2000 as a Fund Manager in the global specialist equity team before becoming Head of Equities investments. Whilst there he was portfolio manager of the M&G Managed Fund and the M&G Cautious Multi Asset Fund, which he launched in February 2007 and grew to over £300 million during his tenure. Prior to M&G, David was the Head of Global Financials Research at AXA Investment Management and before that he was at Newton Investment Management as Director of Global Financials Research. He also served as Non-Executive Director of M&G High Income Investment Trust plc from October 2002 to July 2010. David graduated from Keele University with a B.A. Honours in Economics, Statistics and Operations Research.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.