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LF Miton US Opportunities Fund B Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderLink Fund Solutions Limited
Fund SummaryThe fund aims to achieve long-term total returns by investing ptrimarily in a portfolio of North American equities.
SEDOL codeB8278F5
ISINGB00B8278F56
Fund codeMIUOA
ManagersNick Ford, Hugh Grieves
Manager Tenure7 years
Morningstar CategoryUS Flex-Cap Equity
IMA SectorNorth America
Fund Size£806 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)0.84%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£2.7943
Buy Price£2.7943
Price Change+0.4891%
Price Date25th September 2020
Yield0.26%
Dividend FrequencyQuarterly
ISA EligibleYes
SIPP EligibleYes
Inception Date30th September 2013
Fund StatusOPEN
Nick Ford joined Miton Group plc in December 2012. Prior to this, he was the Investment Director on the US and Global Desk at Scottish Widows Investment Partnership. Nick has over 20 years of experience in managing equity funds. His previous roles include co-manager of the Gartmore US Smaller Companies fund, manager of the US Unit Trusts for Sun Alliance and Clerical Medical, as well as working as a member of the small cap team at F&C Asset Management. Nick graduated from the University of Surrey.

3-year Mean Monthly Return: 1.105%

Annual Returns2019201820172016201520142013
Fund Performance+9.39%+12.04%+11.46%+21.96%+23.37%+14.23%+11.40%
Benchmark Performance
(US Flex-Cap Equity)
+6.20%+8.25%+11.27%+20.80%+11.03%
Time PeriodCumulativeBenchmark Performance
(US Flex-Cap Equity)
Fund Compared to Benchmark
1 day0.49%+4.87%-4.38%
1 week-2.10%-1.45%-0.65%
1 month-2.09%+3.95%-6.04%
3 months6.02%+25.31%-19.29%
6 months30.47%+5.87%+24.60%
1 year11.03%+10.52%+0.51%
3 years12.70%+13.92%-1.22%
5 years15.99%+11.17%+4.82%
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD10.76%-0.56%+11.32%
Since inception14.63%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Fidelity National Information Services IncUSA3.76%
Lowe's Companies IncUSA3.12%
Amazon.com IncUSA3.03%
Waste Connections IncCAN2.89%
UnitedHealth Group IncUSA2.80%
WEX IncUSA2.79%
Vulcan Materials CoUSA2.74%
Pool CorpUSA2.73%
SS&C Technologies Holdings IncUSA2.72%
IQVIA Holdings IncUSA2.70%
Dividend DatePer share amountReinvestment Price
1st June 20200.0073£2.6836
3rd June 20190.0085£2.3569
1st June 20180.0008£2.1696
1st June 20170.0018£1.9411
1st June 20160.0038£1.5264