Miton UK Microcap plc

Name
Miton UK Microcap plc
Manager
Miton Trust Managers Limited
Type
Closed Ended Investment Company
ISIN
GB00BWFGQ085
Sector
UK Smaller Companies
Launched
30/04/2015
OCF
1.5 %
Risk Rating
1
3 Year Sharpe
-0.75
3 Year Alpha
-9.07
Yield
0.5 %
Benchmark
FTSE All Share TR
Fund Size
£ 42.88 million
NAV
42
Gearing
92
Discount Premium
-26
The Company invests primarily in the smallest quoted or traded companies, measured by their market capitalisation, listed on any of the markets of the London Stock Exchange at the time of investment, in order to provide shareholders with capital growth over the long term. The Company may also invest in debt, warrants or convertible instruments issued and may invest in, or underwrite, future equity issues.
Holding %
Kape Technologies PLC 8.29 %
Frontier IP Group PLC 4.63 %
Inspiration Healthcare Group PLC 3.71 %
Cerillion PLC 3.44 %
CentralNic Group PLC 3.25 %
MTI Wireless Edge Ltd 3.15 %
Wey Education PLC 3.09 %
Amino Technologies PLC 2.83 %
Caledonia Mining Corp PLC 2.75 %
Aquis Exchange PLC 2.63 %
Region %
United Kingdom 84.19 %
Africa 5.39 %
Middle East 5.35 %
Sector %
Technology 31.59 %
Financial Services 14.55 %
Healthcare 14.53 %
Industrials 11.19 %
Basic materials 10.19 %
Energy 5.08 %
Name
Miton Trust Managers Limited
Address
EC4M 8AB, London, United Kingdom
Legal Structure
Closed Ended Investment Company

Managers

Gervais Williams
Joined 04/30/2015

Gervais Williams joined Miton Group plc in 2011. He manages a number of funds and trusts that aggregate to just under £2.0bn. He is also Senior Executive Director at Miton Group plc. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, chairman of the Quoted Companies Alliance and a board member of The Investment Association. He is also on the EU Taskforce reviewing why the number of smaller IPOs has declined over recent decades. Gervais Williams published his first book 'Slow Finance' in the autumn of 2011, and his second book 'The Future is Small' was published in November 2014. His most recent book 'The Retreat of Globalisation' was published in December 2016.

Martin Turner
Joined 04/30/2015

Martin Turner joined Miton Group plc in May 2011. Martin's career in the City began in 1995 where he qualified as a Chartered Accountant with Arthur Andersen. He moved to Rothschild and in time on to Head of Pan European Mid and Small Cap Sales at Merrill Lynch. Following this, Martin was Head of Sales at Teathers/Landsbanki before taking the Head of Small/Mid Cap Equities role covering research, sales and trading at Collins Stewart. Martin graduated from Warwick University with a degree in Accounting and Financial Analysis.

Data provided by Morningstar.

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