LF Miton European Opportunities Fund B Accumulation

Performance History31/03/2019
Growth of 1,000 (GBP) Advanced Graph
LF Miton European Opportunities Fund B Accumulation
Fund-22.328.3-4.211.8
+/-Cat-9.35.910.73.2
+/-B’mrk-5.57.39.12.6
 
Key Stats
NAV
25/04/2019
 GBX 185.83
Day Change -0.43%
Morningstar Category™ Europe Mid-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00BZ2K2M84
Fund Size (Mil)
29/03/2019
 GBP 454.90
Share Class Size (Mil)
25/04/2019
 GBP 169.21
Max Initial Charge -
Ongoing Charge
11/04/2019
  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)25/04/2019
YTD18.02
3 Years Annualised21.37
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.51
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 Accumulation31/12/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.200.00100.20
Bond0.000.000.00
Property0.000.000.00
Cash0.170.36-0.20
Other0.000.000.00
Top 5 Regions%
Eurozone50.79
Europe - ex Euro37.50
United States6.03
United Kingdom3.91
Asia - Developed1.76
Top 5 Sectors%
Technology21.67
Healthcare21.57
Industrials17.26
Financial Services15.46
Consumer Cyclical15.28
Top 5 HoldingsSector%
Schibsted ASA AConsumer CyclicalConsumer Cyclical3.89
Scout24 AGTechnologyTechnology3.84
Homeserve PLCIndustrialsIndustrials3.42
Sika AG Registered SharesBasic MaterialsBasic Materials3.38
Ferrari NVConsumer CyclicalConsumer Cyclical3.13
LF Miton European Opportunities Fund B Accumulation

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