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CF Miton UK Value Opportunities Ret A Acc

Ranked 3 out of 259 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.


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.


UK (All Companies) over : 31/08/2014 - 31/08/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.1% 10.9%
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

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 7.87
JD Sports Fashion PLC ORD 2.42
Harworth Group PLC ORD 2.40
Vertu Motors PLC ORD 2.33
Conygar Investment Co PLC ORD 2.23
Lookers PLC ORD 2.23
WH Smith PLC ORD 2.23
RPC Group PLC ORD 2.18
Renew Holdings PLC ORD 2.16
Clarkson PLC ORD 2.14

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size378Mn
  • Base currencyGBP
  • ISIN GB00B8KV0M06

Purchase Info

  • Min. initial investment100,000
  • Min. 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 GBP).