Quick Stats

Bid Price - Offer Price -
Mid Price GBX 253.06 Day Change GBX +0.85 (0.34%)
Price Date 16 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.30 Fund Size 22,872,568.54
Launch Date 30/04/2003 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 1.30
ISIN GB00B5PXGY41 Min TopUp (£) 1,000.00

Fund Objective

The investment objective of the fund is to prioritise capital growth by investing primarily in collective investment schemes such as investment trusts and OEICs.

Fund Managers

Nick Greenwood
Nick Greenwood joined Miton Group plc following the merger with Exeter Fund Managers in November 2007. He began his career in private client stock broking during the late 1970s. Nick was a founder member of Christows stockbroking operation in 1991. He joined the Christows Investment Trust team setting up their London office in 1995 and became lead manager in November 1997. Nick joined iimia in July 2002; iimia Accelerated was launched in April 2003 and was followed by iimia Investment Trust. Nick became Chief Investment Officer following the merger with Exeter Fund Managers in August 2005. Nick Greenwood is Fund Manager of both the Miton Global Opportunities plc (formerly Miton Worldwide Growth Investment Trust plc) and the CF Miton Worldwide Opportunities Fund.