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LF Miton US Smaller Companies Fund F Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Miton
Fund Summary The fund aims to achieve capital growth.
SEDOL code BF54HB1
Fund code MIUFA
Managers Nick Ford, Hugh Grieves
Manager Tenure 1 year
Morningstar Category US Small-Cap Equity
IMA Sector North American Smaller Companies
Fund Size £111 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.79%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.2946
Buy Price £1.2946
Price Change -0.4537%
Price Date 19th July 2019
Yield Currently unavailable
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 14th March 2018
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 +9.90%
Benchmark Performance
(US Small-Cap Equity)
Time Period Cumulative Benchmark Performance
(US Small-Cap Equity)
Fund Compared to Benchmark
1 day -0.45% -0.57% +0.12%
1 week -0.58% +1.22% -1.80%
1 month 1.86% +0.16% +1.70%
3 months 10.11% +2.84% +7.27%
6 months 16.00% +6.83% +9.17%
1 year 6.89% -0.78% +7.66%
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 25.82% +15.21% +10.61%
Since inception 29.46% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Yext Inc USA 2.94%
Pluralsight Inc Class A USA 2.90%
Insulet Corp USA 2.86%
The Trade Desk Inc A USA 2.66%
Freshpet Inc USA 2.38%
ShotSpotter Inc USA 2.17%
Shake Shack Inc A USA 2.15%
BlackLine Inc USA 1.94%
LendingTree Inc USA 1.91%
Veracyte Inc USA 1.83%

Currently unavailable