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LF Miton US Smaller Companies Fund B Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Miton
Fund Summary The fund aims to achieve capital growth.
SEDOL code BF54H99
Fund code MIUBA
Managers Nick Ford, Hugh Grieves
Manager Tenure 1 year
Morningstar Category US Small-Cap Equity
IMA Sector North American Smaller Companies
Fund Size £147 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 1.04%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.2682
Buy Price £1.2682
Price Change -0.8444%
Price Date 16th August 2019
Yield Currently unavailable
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 14th March 2018
Fund Status OPEN
Ford joined Gartmore as an investment manager in the US Equity Team in 1998. Prior to this he was a director of US Equities at Clerical Medical AM. 1995-1996 he was a US equities fund manager for a Unit Trust and staff pension fund at Sun Alliance AM. Previously Mr. Ford was a US Equities fund manager at Capel Cure Myers Capital Management. He began his career as a graduate trainee with Manufacturers Hanover Asset Management. After two years he moved to Shearson Lehman as an Investment Officer.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018
Fund Performance +9.62%
Benchmark Performance
(US Small-Cap Equity)
Time Period Cumulative Benchmark Performance
(US Small-Cap Equity)
Fund Compared to Benchmark
1 day -0.84% -0.57% -0.27%
1 week -3.65% +1.22% -4.86%
1 month -3.34% +0.16% -3.50%
3 months 5.32% +2.84% +2.48%
6 months 7.51% +6.83% +0.68%
1 year 1.14% -0.78% +1.92%
3 years Currently unavailable +51.69% Currently unavailable
5 years Currently unavailable +83.80% Currently unavailable
10 years Currently unavailable +287.36% Currently unavailable
YTD 23.46% +15.21% +8.25%
Since inception 26.82% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Insulet Corp USA 2.68%
Yext Inc USA 2.68%
Pluralsight Inc Class A USA 2.29%
Shake Shack Inc A USA 2.22%
Stitch Fix Inc Class A USA 2.07%
Freshpet Inc USA 2.06%
Teladoc Health Inc USA 2.05%
Currency Contract - Usd 1.96%
Redfin Corp USA 1.96%

Currently unavailable