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CF MITON GLOBAL GROWTH PORTFOLIO - Fund overview

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Overview of CF MITON GLOBAL GROWTH PORTFOLIO

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

Standard Initial Charge

5.00% 2.00%

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to save 3.00%

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Fund summary

Sector	Flexible Investment
Product type	OEIC
Launched	March, 2001
Size	£20m
Yield	0.0%
Charging basis	Income
Dividends paid	Acc units only.
Bid price	135.63p

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	2.48%
Reduction in yield (10yr)	2.68%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	90%
	High yield bonds	–
	Quality bonds	–
	Property	10%
	Commodities	–
	Hedge	–
	Fund cash	–

cf miton global growth portfolio equity geographic illustration

Allocation		Proportion

	UK	22%
	Europe	11%
	Nth America	57%
	Japan	10%
	Pacific	0%
	Other Equity	0%

cf miton global growth portfolio equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for CF MITON GLOBAL GROWTH PORTFOLIO

Investment process

The investment objective of the Fund is to achieve growth over the medium to long term. Income will not be the primary objective. The Fund’s policy is to invest substantially in other authorised funds, but may also invest in UK and overseas equities, fixed interest
securities and money market instruments. Investments will not be confined to any particular economic sectors.

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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