LF Miton Cautious Multi Asset Fund B Accumulation

LF Miton Cautious Multi Asset Fund B Accumulation
Miton Asset Management Limited
Open Ended Investment Company
Mixed Investment 20-60% Shares
0.81 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.8 %
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 5.31 %
United States Treasury Bonds 4.5% 2.51 %
United States Treasury Bonds 3% 2.18 %
United States Treasury Bonds 3.38% 2.17 %
United States Treasury Bonds 3% 1.63 %
Visa Inc Class A 1.35 %
Microsoft Corp 1.35 %
Mastercard Inc A 1.31 %
Paychex Inc 1.27 %
PayPal Holdings Inc 1.27 %
Region %
United Kingdom 33.56 %
United States 25.10 %
Asia - Emerging 8.90 %
Japan 8.48 %
Europe - ex Euro 7.61 %
Sector %
Financial Services 21.71 %
Basic materials 12.38 %
Consumer Cyclical 12.24 %
Industrials 10.30 %
Communication Services 8.07 %
Real Estate 7.20 %
Consumer Defensive 6.77 %
Technology 6.49 %
Energy 5.48 %
Utilities 5.39 %
Miton Asset Management Limited
EC4M 8AB, London, United Kingdom
Legal Structure
Open Ended Investment Company


Anthony Rayner
Joined 06/09/2014

Before joining Miton, Anthony worked for Darwin Investments, analysing portfolio construction and risk for the Darwin Multi Asset Fund. 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 M&G in December 2000 as a fund manager on the Global Specialist Equity team. In September 2002 he was appointed Head of M&G Equity Investment. He previously worked at Axa Investment Management as Head of Global Financials Research. Prior to this he was with Newton Investment Management as Director of Global Financials Research. david graduated from Keele University with a BA Honours in Statistics and Economics.

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