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CF Miton UK Value Opportunities Ret A Acc

Ranked 3 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -2.6%
2015 22.7% 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

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
GBP Cash 9.27
Lookers PLC ORD 2.56
Bellway PLC ORD 2.54
Barratt Developments PLC ORD 2.50
Polypipe Group PLC ORD 2.17
Vertu Motors PLC ORD 2.14
WH Smith PLC ORD 2.10
Mondi PLC ORD 2.09
Johnson Service Group PLC ORD 1.96
RPC Group PLC ORD 1.95
31/12/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size869Mn
  • Base currencyGBP
  • ISIN GB00B8KV0M06

Purchase Info

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

Charges

  • Annual management1.50%

Related News

M&S rises on turnaround hopes under new boss Rowe

Shares in retailer rise despite fresh fall in clothing sales labelled 'unsatisfactory' by new boss Steve Rowe.

AAA-rated Godber and Hamilton join Polar Capital

UPDATE: AAA-rated George Godber and Georgina Hamilton are to join Polar Capital, following their departure from Miton Group.

Miton to shut Total Return fund

Co-managed by David Jane and Anthony Rayner, the fund is being closed after shrinking in size.

Miton to add initial charge capability to AAA-rated team's fund

Fund size has come under review after swelling to £618 million in size since its March 2013 launch.

Why this investor is happy to hold Tesco for the long slog

Henderson UK Equity Income fund manager Laura Foll managed to draw some positives from the record £6.4 billion loss at Tesco.

Can listed players grow further on the back of pension freedoms?

Argument is split on whether asset managers will benefit as expected from the pensions reforms.

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 the currency and currencies indicated).