Quick Stats

Bid Price - Offer Price -
Mid Price GBX 204.35 Day Change GBX +0.03 (0.01%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.09 %
Total Expense Ratio 0.00 Fund Size 330,900,400.00
Launch Date 18/03/2013 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8278F56 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to achieve long-term total returns by investing primarily in a portfolio of North American equities.

Fund Managers

Hugh Grieves
Hugh Grieves joined Miton Group plc in January 2013. Prior to this, he worked for Herald Investment where he was responsible for managing the Herald Worldwide Fund. From 2000-2008 he co-managed the technology funds at Societe Generale Asset Management Ltd with Alan Torry and managed the funds from 2008-2009. Prior to that Hugh worked from 1995-2000 in the US smaller companies team at Gartmore. Hugh graduated from Bristol University with a degree in Economics and is a CFA charterholder.
Nick Ford
Nick Ford joined Miton Group plc in December 2012. Prior to this, he was the Investment Director on the US and Global Desk at Scottish Widows Investment Partnership. Nick has over 20 years of experience in managing equity funds. His previous roles include co-manager of the Gartmore US Smaller Companies fund, manager of the US Unit Trusts for Sun Alliance and Clerical Medical, as well as working as a member of the small cap team at F&C Asset Management. Nick graduated from the University of Surrey.