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Miton American Ret Acc

Ranked 139 out of 153 in - North America over 12 months
All calculations are in GBP

Managed by

James Abate

Objective

The investment objective of the Scheme is to achieve long term capital growth. The Fund intends to invest primarily in US companies with large capitalisations (defined as issuers with market capitalisation greater than $2 billion) but may also invest in other US or US related companies.

Performance

North America over : 30/06/2014 - 30/06/2015
  • Rank 139/153 Total Return
  • Rank 95/153 Standard Deviation
  • Rank 148/153 Max Drawdown
Fund Name Return
137 Heptagon Yacktman US Equity I GBP Inc

8.2%

138 Smith & Williamson North American Trust

8.1%

139 Miton American Ret Acc

8.1%

140 Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

7.5%

141 AllianceBernstein-Select US Equity Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

7.5%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.7% -8.4%
2014 16.7% 0.0% 3.5% 5.7% 6.7%
2013 22.0% 16.6% -1.1% -0.2% 6.1%
2012 5.7% 9.2% -3.5% 4.9% -4.4%
2011 -3.3% 0.2% -2.2% -9.9% 9.6%
2010 19.6% 10.6% -9.3% 3.4% 15.4%
2009 15.4% -6.8% 0.5% 15.3% 6.9%
2008 -20.9% -12.8% -1.0% -11.2% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2015

Top 10 Holdings

Stock Size
Apple Inc ORD 6.02
Microsoft Corp ORD 3.38
Gilead Sciences Inc ORD 2.89
SPX Jun6 1900.0P 2.85
Biogen Inc ORD 2.69
Lowes Companies Inc ORD 2.42
Union Pacific Corp ORD 2.29
Facebook Inc ORD 2.24
Amazon.com Inc ORD 2.13
Home Depot Inc ORD 2.12
31/03/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/10/2007
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B24CSR84

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

S&P 500 could see another 30% bounce later in the year

Psigma's American Growth fund manager James Abate says the US could see another 30% bounce later in the year and the S&P 500 could end up 20% higher at the end of 2009.

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