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CF Miton UK Value Opportunities Ret A Acc

Ranked 11 out of 250 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Jackson

Andrew Jackson joined Miton Group plc in June 2016 and became manager of the CF Miton UK Value Opportunities Fund on 1 July 2016. Prior to Miton, Andrew worked at EdenTree Investment Management where he was fund manager of the Ecclesiastical UK Equity Growth Fund from November 2003 until July 2015. During his career he has been responsible for UK and Irish equity investments at Canada Life, managed the specialist UK Small Cap Funds for Lloyds Investment Managers (later Hill Samuel Asset Management) and helped to set up the Smaller Companies Desk at SG Asset Management.

Objective

The Fund aims to achieve long-term capital growth by investing primarily in UK companies which the investment manager considers to be undervalued by the market.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 7.2% 2.8%
2016 -2.3% -2.6% -12.6% 12.1% 2.4%
2015 22.8% 4.1% 10.9% 2.8% 3.4%
2014 10.4% 4.9% 0.6% 1.4% 3.1%
2013 0.4% 12.2% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size352Mn
  • Base currencyGBP
  • ISIN GB00B8KV0M06

Purchase Info

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

Charges

  • Annual management1.50%

Related News

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Andrew Jackson addresses where he sees the value traps are, his view on bricks and mortar, and gives his thoughts on Provident Financial.

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Our experienced investor columnist has his annual brainstorm with the Hawksmoor investment team and returns with some fund tips.

Miton’s profits double as chairman Dighé steps down

Miton reported assets under management (AUM) rose by 4.3% and pre-tax profits doubled in 2016 in executive chairman Ian Dighé’s last results before stepping down.

Hamilton's Polar UK Value Opps races to £150m

The fund, managed by Georgina Hamilton, launched on 1 February with £110 million and its assets climbed to £151 million by the start of March.

Polar Capital launches UK value fund for Hamilton

Polar Capital is launching a UK value opportunities fund for Georgina Hamilton.

Miton inflows drive assets under management to £2.9 billion

Miton Group has shrugged off the impact of a first half of outflows by recording £91 million in net flows in the second half of the year.

Why this trust bought Miton after shock double exit

Gresham House Strategic bought more Miton after its share price plunged on the exit of two of its fund manager stars earlier this year.

How Jackson has made top Miton UK fund his own

Andrew Jackson took over the flagship fund in June 2016 following the high profile departure of managers George Godber and Georgina Hamilton.

Miton shrugs off Godber/Hamilton loss as profits surge

Miton shrugged off the impact of a torrid second quarter to post a half-year pre-tax profit of £2.9 million, up from £0.6 million in the first six months of 2015.

Jackson overhauls flagship Miton fund after Brexit

Andrew Jackson has stamped his mark on Miton UK Value Opportunities in his first month in charge after a heavy hit from Brexit.

...more...

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