Quick Stats

Bid Price - Offer Price -
Mid Price GBX 361.86 Day Change GBX +0.22 (0.06%)
Price Date 23 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 1.66 %
Total Expense Ratio 1.33 Fund Size 75,740,171.41
Launch Date 27/12/1996 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.33
ISIN GB00B0525B66 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to achieve modestly above inflation returns with lower volatility than equity markets over a five year period, from an actively managed multi asset portfolio of UK and international assets including equities, bonds, and indirectly of both property and commodities. Capital invested is at risk and there is no guarantee that a positive return will be delivered over the above, or any other investment period.

Fund Managers

David Jane
David Jane joined Miton Group plc in June 2014 and has more than 25 years’ experience in investment management. He founded Darwin Investment Management Ltd in September 2010 and prior to that he was Head of Equities Investments at M&G. David joined M&G in December 2000 as a Fund Manager in the global specialist equity team before becoming Head of Equities investments. Whilst there he was portfolio manager of the M&G Managed Fund and the M&G Cautious Multi Asset Fund, which he launched in February 2007 and grew to over £300 million during his tenure. Prior to M&G, David was the Head of Global Financials Research at AXA Investment Management and before that he was at Newton Investment Management as Director of Global Financials Research. He also served as Non-Executive Director of M&G High Income Investment Trust plc from October 2002 to July 2010. David graduated from Keele University with a B.A. Honours in Economics, Statistics and Operations Research. David is Fund Manager of the CF Miton Cautious Multi Asset Fund, CF Miton Defensive Multi Asset Fund and the MI Miton Cautious Monthly Income Fund
Anthony Rayner
Anthony Rayner joined Miton Group plc in June 2014 and has 18 years investment experience. Prior to Miton, Anthony worked for Darwin Investment Management Ltd, analysing portfolio construction and risk for the Darwin Multi Asset Fund alongside David Jane. Prior to this, he worked for M&G, focusing on portfolio construction and risk for UK equity funds and then for the multi asset fund range. Previously, he was a member of the Asset Allocation and Economics team at Merrill Lynch Investment Managers. Anthony is Fund Manager of the CF Miton Cautious Multi Asset Fund, CF Miton Defensive Multi Asset Fund and the MI Miton Cautious Monthly Income Fund.