LF Miton UK Value Opportunities Fund B Institutional Income

Name
LF Miton UK Value Opportunities Fund B Institutional Income
Manager
Link Fund Solutions Limited
Type
Open Ended Investment Company
ISIN
GB00B86X4W81
Sector
UK All Companies
Launched
25/03/2013
OCF
0.88 %
Risk Rating
3
3 Year Sharpe
0.50
3 Year Alpha
5.17
Yield
1.9 %
Benchmark
FTSE AllSh TR GBP
The investment objective of the 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.
Holding %
Dart Group PLC 3.47 %
Pets at Home Group PLC 2.87 %
Bellway PLC 2.79 %
Future PLC 2.66 %
discoverIE Group PLC 2.60 %
Reach PLC 2.52 %
TT Electronics PLC 2.21 %
Barclays PLC 2.17 %
Smurfit Kappa Group PLC 2.16 %
Ashtead Group PLC 2.02 %
Region %
United Kingdom 95.70 %
Sector %
Industrials 27.04 %
Consumer Cyclical 21.80 %
Financial Services 12.28 %
Technology 11.47 %
Real Estate 8.50 %
Communication Services 7.88 %
Basic materials 6.96 %
Name
Link Fund Solutions Limited
Address
EC2V 7NQ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Andrew Jackson
Joined 07/01/2016

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 Ecclesiastical 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.

Data provided by Morningstar.

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