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CF Miton UK Value Opportunities Ret A Acc

Ranked 244 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.


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


UK (All Companies) over : 30/09/2015 - 30/09/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -2.6% -12.6% 12.1%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2013
  • Share Class size319Mn
  • Base currencyGBP
  • ISIN GB00B8KV0M06

Purchase Info

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


  • Annual management1.50%

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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.

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

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

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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.


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