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LF Miton US Smaller Companies Fund F Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Link Fund Solutions Limited
Fund Summary The fund aims to achieve capital growth.
SEDOL code BF54HB1
ISIN GB00BF54HB10
Fund code MIUFA
Managers Nick Ford, Hugh Grieves
Manager Tenure 2 years
Morningstar Category US Small-Cap Equity
IMA Sector North American Smaller Companies
Fund Size £148 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 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 £1.4946
Buy Price £1.4946
Price Change -1.496%
Price Date 29th May 2020
Yield Currently unavailable
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 16th April 2018
Fund Status SUSPENDED
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 Returns 2019 2018
Fund Performance -2.39% +23.26%
Benchmark Performance
(US Small-Cap Equity)
-17.34% +11.05%
Time Period Cumulative Benchmark Performance
(US Small-Cap Equity)
Fund Compared to Benchmark
1 day -1.50% -3.24% +1.74%
1 week -0.23% +7.60% -7.83%
1 month 15.09% +3.37% +11.72%
3 months 11.54% -3.71% +15.25%
6 months 13.80% +3.02% +10.78%
1 year 23.22% +3.80% +19.41%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 17.15% +2.42% +14.73%
Since inception 19.95% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Redfin Corp USA 3.84%
Everbridge Inc USA 3.70%
Cardlytics Inc USA 3.33%
Appian Corp A USA 3.15%
Chegg Inc USA 2.95%
DexCom Inc USA 2.73%
Teladoc Health Inc USA 2.65%
Stitch Fix Inc Class A USA 2.42%
YETI Holdings Inc USA 2.42%
Goosehead Insurance Inc Class A USA 2.25%

Currently unavailable