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Three Miton funds each exceed GBP50m AUM


The CF Miton UK Smaller Companies Fund, CF Miton UK Value Opportunities Fund and CF Miton US Opportunities Fund have all surpassed GBP50m in assets under management (AUM).

The CF Miton UK Smaller Companies Fund, launched on 14 December 2012, has returned 67.5 per cent since inception, compared with the sector average of 43.7 per cent, and is ranked the best performing fund in its sector over three and six months and one year. The fund, managed by Gervais Williams and Martin Turner, aims to achieve long-term total returns by investing primarily in UK quoted smaller companies.

The CF Miton UK Value Opportunities Fund, launched on 25 March 2013, has returned 22.5 per cent since inception, compared with the sector average of 15.0 per cent and is top a quartile fund over one, three, six months and since launch. The investment objective is to achieve long-term capital growth. The fund, managed by George Godber and Georgina Hamilton, invests mainly in UK companies that George and Georgina consider to be undervalued by the market.
The CF Miton US Opportunities Fund, launched on 18 March 2013, has returned 11.0 per cent since inception, compared with the sector average of 10.4 per cent. The investment objective of the fund, managed by Nick Ford and Hugh Grieves, is to achieve long-term total returns by investing primarily in a portfolio of North American equities. Top holdings include American Express Co, CBRE Group and Exxon Mobil.

Williams says: “Last year was clearly a good year for smaller companies but leads many to question if the best of their performance now been seen. In spite of sizable gains in 2013, we believe we are at the early stages of a multi-year period of small/microcap outperformance, most particularly in those listed on the AIM exchange. For this reason around 80 per cent of the portfolio is currently invested in these types of stocks.”

Neil Bridge, head of sales, Miton Group, says: “For three of our funds to achieve this impressive milestone in such a short timeframe, and to have beaten their sector averages in the process, is a testament to our managers’ robust investment strategies.”

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