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CF MITON CAUTIOUS INCOME PORTFOLIO - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of CF MITON CAUTIOUS INCOME PORTFOLIO

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CF MITON CAUTIOUS INCOME PORTFOLIO does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

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Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  March, 2001
Size  £9m
Yield 3.6%
Charging basis  –
Dividends paid  –
Bid price 74.73p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.06%
Reduction in yield (10yr) 2.26%

Bestinvest says


No information available.

Portfolio

cf miton cautious income portfolio asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds 10%
Quality bonds 25%
Property –
Commodities –
Hedge –
Fund cash 5%
cf miton cautious income portfolio equity geographic illustration
Allocation Proportion
UK 95%
Europe 5%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
cf miton cautious income portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for CF MITON CAUTIOUS INCOME PORTFOLIO

Investment process


The objective of the Trust is to provide income from investments in Collective Investment Schemes, while aiming to preserve capital. Investments will not be confined to any particular economic sectors. Investment is limited to UK Income funds and UK and Global
Fixed Interest funds. The fund strategy is to manage the Trust using an adaptive and pragmatic approach to portfolio construction, seeking to generate income of 5% gross or 25% above the yield of the FTSE All-Share index.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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