LF Miton Worldwide Opportunities Fund B Accumulation

Name
LF Miton Worldwide Opportunities Fund B Accumulation
Manager
Miton Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB0031831133
Sector
Flexible Investment
Launched
30/04/2003
OCF
0.95 %
Risk Rating
4
3 Year Sharpe
1.72
Yield
0.3 %
Benchmark
Not Benchmarked
The investment objective of the Fund is to prioritise capital growth by investing primarily in a full range of both open ended and closed ended funds. This mixed strategy will combine the investment manager’s expertise in the investment trust sector and its knowledge of the open ended fund universe.
Holding %
Phoenix Spree Deutschland Ord 5.83 %
India Capital Growth Ord 4.01 %
VinaCapital Vietnam Opp Fund Ord 3.51 %
Artemis Alpha Trust Ord 3.34 %
Dunedin Enterprise Ord 3.28 %
Biotech Growth Ord 3.06 %
Atlantis Japan Growth Ord 2.95 %
Alpha Real Trust Ord 2.94 %
Stenprop Ltd 2.78 %
Baker Steel Resources Ord 2.77 %
Region %
United Kingdom 46.37 %
United States 15.94 %
Japan 12.72 %
Asia - Emerging 11.26 %
Sector %
Industrials 15.45 %
Real Estate 15.13 %
Financial Services 14.82 %
Healthcare 14.40 %
Technology 11.79 %
Consumer Cyclical 10.14 %
Utilities 6.24 %
Name
Miton Asset Management Limited
Address
EC4M 8AB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Nick Greenwood
Joined 04/22/2003

Data provided by Morningstar.

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