LF Miton European Opportunities Fund B Accumulation

Performance History31/01/2019
Growth of 1,000 (GBP) Advanced Graph
LF Miton European Opportunities Fund B Accumulation
Fund-22.328.3-4.25.6
+/-Cat-9.35.910.70.2
+/-B’mrk-5.57.39.10.4
 
Key Stats
NAV
20/02/2019
 GBX 171.66
Day Change -0.16%
Morningstar Category™ Europe Mid-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00BZ2K2M84
Fund Size (Mil)
31/01/2019
 GBP 390.40
Share Class Size (Mil)
20/02/2019
 GBP 115.84
Max Initial Charge -
Ongoing Charge
18/10/2018
  0.94%
Investment Objective: LF Miton European Opportunities Fund B Accumulation
The investment objective of the fund is to achieve a combination of income and growth.
Returns
Trailing Returns (GBP)20/02/2019
YTD9.02
3 Years Annualised20.08
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.54
Management
Manager Name
Start Date
Carlos Moreno
14/12/2015
Thomas Brown
14/12/2015
Inception Date
14/12/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedMSCI Europe SMID NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  LF Miton European Opportunities Fund B Accumulation31/10/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.800.0099.80
Bond0.000.000.00
Property0.000.000.00
Cash0.290.090.20
Other0.000.000.00
Top 5 Regions%
Eurozone51.10
Europe - ex Euro37.33
United States5.95
United Kingdom3.94
Asia - Developed1.68
Top 5 Sectors%
Technology22.20
Healthcare21.54
Industrials16.92
Financial Services15.32
Consumer Cyclical15.26
Top 5 HoldingsSector%
Schibsted ASA AConsumer CyclicalConsumer Cyclical4.00
Homeserve PLCIndustrialsIndustrials3.54
Ferrari NVConsumer CyclicalConsumer Cyclical3.40
Scout24 AGTechnologyTechnology3.40
Sika AG Registered SharesBasic MaterialsBasic Materials3.20
LF Miton European Opportunities Fund B Accumulation