Quick Stats

Bid Price - Offer Price -
Mid Price GBX 188.66 Day Change GBX +0.38 (0.20%)
Price Date 20 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 1.75 %
Total Expense Ratio 0.00 Fund Size 302,479,500.00
Launch Date 25/03/2013 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B86X4W81 Min TopUp (£) 1,000.00

Fund Objective

The investment objective of CF Miton UK Value Opportunities Fund is to achieve long-term capital growth. The fund will invest mainly in UK companies which the Investment Manager considers to be undervalued by the market.

Fund Managers

Andrew Jackson
Andrew Jackson joined Miton Group plc in June 2016 and became manager of the CF Miton UK Value Opportunities Fund on 1 July 2016. Prior to Miton, Andrew worked at EdenTree Investment Management where he was fund manager of the Ecclesiastical UK Equity Growth Fund from November 2003 until July 2015. During his career he has been responsible for UK and Irish equity investments at Canada Life, managed the specialist UK Small Cap Funds for Lloyds Investment Managers (later Hill Samuel Asset Management) and helped to set up the Smaller Companies Desk at SG Asset Management.