LF Miton Cautious Multi Asset B Acc

Fund

Fund Info

  • Yield History3.03%
  • 3 Year sharpe0.65
  • 3 Year alpha-0.76
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupMiton
  • DomicileUnited Kingdom
  • ISINGB00B0W1V856

Investment Strategy

The investment manager will take a fundamental and value driven approach to portfolio allocation, dependent on the relevant attractions of the world equity, fixed interest and currency markets. The fund will take an aggressive view of the stock market weightings in the portfolio, when compared to a neutral world market capitalisation.