LF Miton Worldwide Opportunities Fund B Accumulation

Name
LF Miton Worldwide Opportunities Fund B Accumulation
Manager
Link Fund Solutions Limited
Type
Open Ended Investment Company
ISIN
GB0031831133
Sector
Flexible Investment
Launched
30/04/2003
OCF
0.89 %
Risk Rating
5
3 Year Sharpe
-0.11
3 Year Alpha
-6.37
Yield
1 %
Benchmark
IA Flexible Investment Sector
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 4.74 %
Dunedin Enterprise Ord 4.08 %
Artemis Alpha Trust Ord 3.90 %
Alpha Real Trust Ord 3.58 %
Baker Steel Resources Ord 3.45 %
VinaCapital Vietnam Opp Fund Ord 3.24 %
Henderson Opportunities Ord 3.24 %
Real Estate Investors Ord 2.93 %
Stenprop Ltd 2.78 %
Atlantis Japan Growth Ord 2.67 %
Region %
United Kingdom 58.29 %
Asia - Emerging 14.29 %
Japan 9.43 %
United States 8.10 %
Sector %
Financial Services 22.72 %
Industrials 16.45 %
Real Estate 15.06 %
Consumer Cyclical 10.90 %
Technology 9.43 %
Healthcare 7.93 %
Name
Link Fund Solutions Limited
Address
EC2V 7NQ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Nick Greenwood
Joined 04/22/2003

Nick Greenwood joined Miton Group plc in 2002 (which was known as iimia at that time). He began his career in private client stock broking during the late 1970s. Nick was a founder member of Christows stockbroking operation in 1991. He joined the Christows Investment Trust team setting up their London office in 1995 and became lead manager in November 1997. Nick subsequently joined Miton Group Plc. The LF Miton Worldwide Opportunities Fund was launched in April 2003 and was followed by the Miton Worldwide Growth Trust in 2004.

Data provided by Morningstar.

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