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LF Miton US Smaller Companies Fund B Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderLink Fund Solutions Limited
Fund SummaryThe fund aims to achieve capital growth.
SEDOL codeBF54H99
ISINGB00BF54H991
Fund codeMIUBA
ManagersNick Ford, Hugh Grieves
Manager Tenure2 years
Morningstar CategoryUS Small-Cap Equity
IMA SectorNorth American Smaller Companies
Fund Size£207 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)1.04%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£1.6836
Buy Price£1.6836
Price Change+2.571%
Price Date29th September 2020
YieldCurrently unavailable
Dividend FrequencySemi-Annually
ISA EligibleYes
SIPP EligibleYes
Inception Date16th April 2018
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: Currently unavailable

Annual Returns20192018
Fund Performance+25.18%+9.62%
Benchmark Performance
(US Small-Cap Equity)
+0.90%+2.86%
Time PeriodCumulativeBenchmark Performance
(US Small-Cap Equity)
Fund Compared to Benchmark
1 day2.57%+0.95%+1.62%
1 week2.72%+0.12%+2.60%
1 month1.85%+4.66%-2.81%
3 months9.60%+33.07%-23.47%
6 months48.10%+1.73%+46.37%
1 year34.43%+6.23%+28.20%
3 yearsCurrently unavailableCurrently unavailableCurrently unavailable
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD32.51%+1.30%+31.22%
Since inception22.70%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Redfin CorpUSA4.06%
Everbridge IncUSA3.53%
YETI Holdings IncUSA2.89%
Teladoc Health IncUSA2.73%
SiTime Corp Ordinary SharesUSA2.65%
Floor & Decor Holdings IncUSA2.46%
Goosehead Insurance Inc Class AUSA2.20%
DexCom IncUSA2.15%
Cardlytics IncUSA2.15%
Stitch Fix Inc Class AUSA2.09%

Currently unavailable