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CF Miton Defensive Multi Asset Ret A Acc

Ranked 98 out of 122 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Jane

David Jane joined M&G’s global specialist equity team in December 2000 and was appointed head of M&G equity investment in September 2002. He then left the group in 2010 and launched the Darwin Multi Asset Fund in May 2011, which was then bought by Miton Group in 2014. Jane has over 20 years of fund management experience and was head of global financials research at Axa Investment Management prior to joining M&G. He was also director of global financials research at Newton Investment Management. A graduate of Keele University, Jane holds a degree in statistics and economics.

Anthony Rayner

Anthony Rayner is currently a fund manager at Miton. Rayner has 17 years investment experience. Previously he worked for Darwin Investments focusing on the portfolio construction and risk on the Darwin Multi Asset Fund. Prior to Darwin he worked for M&G working on portfolio construction and risk for UK equity funds and then for the multi asset fund range.


The Fund aims to provide long-term growth. The Fund's policy is to invest substantially in other authorized funds, but may also invest in UK and overseas equities, fixed interest securities and money market instruments. Investments will not be confined to any particular economic sectors.

Showing fund performance in United Kingdom View performance globally


Flexible GBP over : 30/09/2015 - 30/09/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 1.4% 1.3% 3.0%
2015 2.0% 4.7% -2.9% -1.6% 2.0%
2014 2.9% -1.0% -0.3% 1.0% 3.3%
2013 -0.5% 6.0% -2.7% -0.6% -2.9%
2012 0.8% 0.3% 0.0% 0.2% 0.4%
2011 -0.6% -2.1% 1.0% 0.8% -0.3%
2010 9.5% 4.3% -0.1% 2.2% 2.8%
2009 0.0% -5.7% -0.3% 7.5% -1.1%
2008 14.7% 3.1% -1.8% -1.1% 14.5%
2007 5.7% 1.5% -1.6% 3.6% 2.1%
2006 -1.9% 2.8% -4.4% -0.4% 0.2%
2005 19.5% 2.6% 2.3% 7.1% 6.3%
2004 8.9% 5.6% -0.3% -0.2% 3.5%
2003 16.2% -2.5% 7.1% 7.7% 3.3%
2002 0.3% 3.8% -0.9% -5.0% 2.7%
2001 -4.9% -4.1% 2.0% -7.3% 4.8%
2000 -4.4% 3.2% -1.7% -0.7% -5.1%
1999 25.2% 4.0% 4.1% 2.3% 13.0%
1998 11.7% 11.8% -0.6% -4.9% 5.8%
1997 14.6% 15.3% 3.7% 0.8% -4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. United Kingdom

Fund Info

  • Launch date26/12/1996
  • Share Class size82Mn
  • Base currencyGBP
  • ISIN GB00B010Y517

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000


  • Annual management1.50%

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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).