LF Miton UK Multi Cap Income Fund B Acc Institutional

Name
LF Miton UK Multi Cap Income Fund B Acc Institutional
Manager
Link Fund Solutions Limited
Type
Open Ended Investment Company
ISIN
GB00B41NHD71
Sector
UK Equity Income
Launched
14/10/2011
OCF
0.81 %
Risk Rating
1
3 Year Sharpe
0.48
3 Year Alpha
0.15
Yield
4.8 %
Benchmark
Not Benchmarked
The investment objective of the fund is to provide shareholders with an attractive level of dividends coupled with some capital growth over the long term.
Holding %
SafeCharge International Group Ltd 2.36 %
Diversified Gas & Oil PLC 2.27 %
Ftse100 P/O 18/12/20 6300 2.02 %
Randall & Quilter Investment Holdings Ltd 1.84 %
Mucklow (A & J) Group PLC 1.71 %
Zotefoams PLC 1.66 %
Charles Taylor PLC 1.58 %
PayPoint PLC 1.56 %
Manolete Partners PLC 1.49 %
Strix Group PLC 1.46 %
Region %
United Kingdom 86.23 %
Sector %
Financial Services 26.33 %
Industrials 15.01 %
Consumer Cyclical 12.55 %
Basic materials 12.10 %
Energy 9.69 %
Technology 7.16 %
Consumer Defensive 6.63 %
Name
Link Fund Solutions Limited
Address
EC2V 7NQ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Gervais Williams
Joined 10/14/2011

Gervais Williams joined Miton Group plc in 2011. He manages a number of funds and trusts that aggregate to just under £2.0bn. He is also Senior Executive Director at Miton Group plc. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, chairman of the Quoted Companies Alliance and a board member of The Investment Association. He is also on the EU Taskforce reviewing why the number of smaller IPOs has declined over recent decades. Gervais Williams published his first book 'Slow Finance' in the autumn of 2011, and his second book 'The Future is Small' was published in November 2014. His most recent book 'The Retreat of Globalisation' was published in December 2016.

Martin Turner
Joined 10/14/2011

Martin Turner joined Miton Group plc in May 2011. Martin's career in the City began in 1995 where he qualified as a Chartered Accountant with Arthur Andersen. He moved to Rothschild and in time on to Head of Pan European Mid and Small Cap Sales at Merrill Lynch. Following this, Martin was Head of Sales at Teathers/Landsbanki before taking the Head of Small/Mid Cap Equities role covering research, sales and trading at Collins Stewart. Martin graduated from Warwick University with a degree in Accounting and Financial Analysis.

Data provided by Morningstar.

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