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
0.8 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.1 %
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 5.22 %
United Kingdom of Great Britain and Northern Ireland 4.25% 2.03 %
Starbucks Corp 1.62 %
The Walt Disney Co 1.54 %
Microsoft Corp 1.53 %
United Kingdom of Great Britain and Northern Ireland 1.75% 1.52 %
Salesforce.com Inc 1.49 %
United States Treasury Bonds 4.5% 1.44 %
Diageo PLC 1.36 %
Verizon Communications Inc 1.33 %
Region %
United States 43.69 %
United Kingdom 17.69 %
Europe - ex Euro 8.48 %
Asia - Emerging 7.13 %
Japan 6.32 %
Eurozone 5.85 %
Sector %
Consumer Cyclical 15.31 %
Financial Services 15.23 %
Technology 13.89 %
Consumer Defensive 12.43 %
Industrials 10.59 %
Basic materials 8.47 %
Real Estate 7.58 %
Utilities 5.89 %
Miton Asset Management Limited
EC4M 8AB, London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

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