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FP Miton Income A Acc

Ranked 55 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Eric Moore

Eric Moore is based in the UK and has been a Fund Manager for Miton Group since 2010 and prior to this he was Investment Director at Insight Investment where he had been since 2005. Having been involved in the financial industry for almost 20 years, Eric now uses an income investment style. He is a qualified IIMR and attended Trinity College, University of Oxford and the University of Edinburgh where he studied Philosophy, Politics and Economics. Outside of work he enjoys the outdoors, skiing and also playing chess, backgammon and bridge.

Objective

The aim of the fund is to enable the investor to achieve a reasonable and rising income together with a long term capital growth. The Fund intends to invest primarily in UK companies but may invest internationally.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2017 - 30/04/2018
  • Rank 55/109 Total Return
  • Rank 34/109 Standard Deviation
  • Rank 26/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3%
2017 9.7% 5.1% 1.3% 0.9% 2.2%
2016 7.2% -0.8% 0.0% 7.7% 0.4%
2015 11.4% 8.3% 0.5% -3.0% 5.6%
2014 4.8% 2.6% 0.2% -0.2% 2.1%
2013 21.0% 10.9% -0.5% 4.2% 5.2%
2012 7.4% 2.8% -0.2% 4.3% 0.3%
2011 4.2% 1.0% 2.8% -7.2% 8.1%
2010 10.4% 3.7% -7.9% 10.0% 5.0%
2009 21.3% -10.0% 9.8% 17.4% 4.5%
2008 -27.8% -9.0% -9.3% -6.2% -6.9%
2007 -0.4% -2.6% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/04/2007
  • Share Class size52Mn
  • Base currencyGBP
  • ISIN GB00B1RQR625

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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