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CF Miton UK Smaller Companies A Acc

Ranked 51 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Martin Turner

Martin Turner joined Miton Group plc in May 2011. Prior to Miton, Martin spent nearly 20 years in the City. He qualified as a Chartered Accountant with Arthur Andersen in 1995 before moving to Rothschild and in time on to head of pan European mid and small caps sales at Merrill Lynch. Following this, he 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.

Gervais Williams

Gervais Williams currently manages the Diverse Income Trust plc alongside the CF Miton UK Multi Cap Income Fund, CF Miton UK Smaller Companies Fund and is Managing Director of Miton Group plc. Gervais has been an equity portfolio manager since 1985. His career includes five years with Throgmorton Investment Management (later part of the Framlington Group), three years with Thornton Investment Management (part of Dresdner Bank) and 17 years with Gartmore Group Ltd where he was head of UK Small Companies investing in UK smaller companies and Irish equities. He has sat on two DTI committees on the quoted small cap sector, is a member of the AIM Advisory Council and recently joined the Board of Quoted Companies Alliance.

Objective

The fund aims to achieve attractive long-term returns by investing primarily in UK quoted smaller Comp. The fund will invest at least 80 per cent of its assets in the UK listed Comp that form the bottom 10 per cent by market capitalisation.

Performance

UK Smaller Companies over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 0.3%
2014 0.6% 12.6% -6.8% -0.8% -3.5%
2013 56.2% 4.4% 0.1% 25.8% 18.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2015

Top 10 Holdings

Stock Size
GBP Cash 5.06
Conygar Investment Co PLC ORD 3.50
SQS Software Quality Systems AG ORD 3.21
Sprue Aegis PLC ORD 2.74
Burford Capital Ltd ORD 2.67
Costain Group PLC ORD 2.63
Zotefoams PLC ORD 2.46
Shoe Zone PLC ORD 2.42
Fairpoint Group PLC ORD 2.30
International Greetings PLC ORD 2.30
31/01/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2012
  • Share Class size117Mn
  • Base currencyGBP
  • ISIN GB00B818N094

Purchase Info

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

Charges

  • Annual management1.5%

Related News

Miton's Williams: institutional resurgence can fire AIM

AA-rated Miton UK Smaller Companies manager Gervais Williams believes a protracted period of low growth in the main markets will reignite institutional interest in AIM.

FTSE snaps losing streak on hopes of Greek breakthrough

FTSE 100 recovery gathers strength during day while European markets post strong gains on hopes of Greek breakthrough.

Gervais Williams pounces as Share boss Oldham sells £3.6m stake

The AA-rated Miton manager has increased his stake in Share after its chair Gavin Oldham put a significant interest on the market to fund his new radio project.

Star fund managers react to bumper Ashcourt Rowan/Towry deal

The Citywire-rated small-cap teams at Fidelity and Miton have realised significant value from the £97 million deal.

Hedgie makes fortune from Towry's £97m Ashcourt Rowan deal

Polygan Capital Partners' 29% stake in Ashcourt Rowan is worth significantly more after Towry launched a bid at a 60% premium.

Miton explores demand for micro cap trust for Gervais Williams

The boutique is investigating the possibility of launching the trust after receiving an approach from an investor.

Gervais Williams: the real reason to worry about Quindell

Citywire AA-rated manager Gervais Williams has argued that sentiment is the true danger to Quindell.

Profile: Myddleton Croft - many discretionaries will not survive 2018

‘A lot of silly money is trying to make bigger returns, and unless they can make that big money quickly they will not be sustainable,' says David Cowell

Seneca aims to double assets through Miton deal

What the acquisition of Miton's Liverpool fund business means for Seneca Partners.

Miton sells Liverpool funds business

(Update) Miton has agreed to sell its Liverpool fund management business to Seneca Investment Managers for up to £6.4 million.

...more...

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