MI Miton Cautious Mthly Inc B Inc units

Fund

Fund Info

  • Yield History4.34%
  • 3 Year sharpe0.63
  • 3 Year alpha-0.87
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.86%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupMiton
  • DomicileUnited Kingdom
  • ISINGB00B79QBF93

Investment Strategy

The investment objective of the Fund is to provide an increasing level of income, over a three to five year rolling period, with the potential for capital growth.