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CF Miton UK Value Opportunities Ret A Acc

Ranked 7 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

George Godber

George Godber is currently a fund manager at Miton Group. Prior to joining Miton in December 2012, George co-founded Matterley in 2008 where he was co-manager of the group's flagship Undervalued Assets Fund and has also served as a Director at Credit Suisse. He has over twelve years of complementary market experience in investment banking and pan-European equities. Outside of fund management he enjoys golf, tennis and rugby.

Georgina Hamilton

Prior to joining Miton, Georgina Hamilton was the lead analyst for Matterley's flagship Undervalued Assets Fund from January 2009. Georgina has a double first in Biological Anthropology and Natural Sciences from Jesus College, Cambridge and is a CFA Charterholder.

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.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.9% 0.6% 1.4%
2013 0.4% 12.2% 7.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2014

Top 10 Holdings

Stock Size
GBP Cash 4.73
Vertu Motors PLC ORD 2.53
Redrow PLC ORD 2.52
Conviviality Retail PLC ORD 2.49
Lookers PLC ORD 2.43
Galliford Try PLC ORD 2.30
Amerisur Resources PLC ORD 2.19
Conygar Investment Co PLC ORD 2.18
RPC Group PLC ORD 2.17
Costain Group PLC ORD 2.12
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size129Mn
  • Base currencyGBP
  • ISIN GB00B8KV0M06

Purchase Info

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

Charges

  • Annual management1.5%

Related News

Miton’s Godber on the changing face of value investing

Miton UK Value Opportunitiesduo George Godber and Georgina Hamilton are spotting value in unexpected areas of the market, such as supermarkets and banks.

Charles Stanley's share price hits 21 month low after second profit warning

Charles Stanley has issued its second profit warning in five months and announced the sale of Henry Dixon's Matterley Undervalued Assets fund to GLG.

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.

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