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Miton Global Diversified Income Ret A Inc

Ranked 244 out of 250 in - Aggressive over 12 months
All calculations are in GBP

Managed by

David Jane

David Jane joined M&G’s global specialist equity team in December 2000 and was appointed head of M&G equity investment in September 2002. He then left the group in 2010 and launched the Darwin Multi Asset Fund in May 2011, which was then bought by Miton Group in 2014. Jane has over 20 years of fund management experience and was head of global financials research at Axa Investment Management prior to joining M&G. He was also director of global financials research at Newton Investment Management. A graduate of Keele University, Jane holds a degree in statistics and economics.

Objective

The investment objective of the Fund is to provide a high level of growing income by investing in a balanced and well diversified portfolio of UK and international equities, and fixed interest securities including government and corporate bonds. The Fund also invests in regulated collective investment schemes, money markets and cash deposits.

Performance

Aggressive over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.3% 1.0% 0.2% 1.1%
2013 3.2% 2.4% 0.5% 0.8% -0.6%
2012 6.5% 1.3% 1.4% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date14/05/2012
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN IE00B6XVFM88

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

Related News

Miton acquires David Jane's Darwin; Martin Gray exits

Miton Group has acquired David Jane's investment boutique Darwin Capital and reveals Martin Gray has left the boutique.

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