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Miton Global Equity Retail Acc

Ranked 303 out of 334 in - Global Equities over 12 months
All calculations are in GBP


To achieve long-term capital growth by investing primarily in equities in any economic sector and admitted to trading on stock markets anywhere in the world. The Fund may also invest in other transferrable securities, units in collective investment schemes and other investments to the extent permitted by the Fund's investment powers and restrictions and the FSA rules applicable from time to time, to be explained in the Prospectus.


Global Equities over : 31/08/2014 - 31/08/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 6.8% -5.3%
2014 2.9% -2.4% 0.9% 0.1% 4.4%
2013 11.2% 9.3% -2.8% 0.6% 4.1%
2012 12.7% 8.4% -5.3% 5.8% 3.9%
2011 -14.7% 6.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 2.53
Apple Inc ORD 2.44
Tencent Holdings Ltd ORD 1.95
New York Community Bancorp Inc ORD 1.93
China Construction Bank Corp ORD 1.89
Industrial and Commercial Bank of China Ltd ORD 1.87
Telefonica SA ORD 1.82
AT&T Inc ORD 1.79
NetEase, Inc DR 1.78
Samsung Electronics Co Ltd ORD 1.72

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/06/2011
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B67N8879

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.25

Related News

Miton to close former Psgima fund duo

Miton is to close the former Psigma American and Global equity funds.  

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