Miton Extra Income Portfolio
Investment Objective & Fund Strategy
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 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 5.0% gross or 25% above the yield of the FTSE All-Share index.
The Fund Management Team
Sam Liddle, the lead fund manager, began his investment career with Morgan Grenfell Asset Management in 1984, before moving to Singer & Friedlander and then Legg Mason Investors. He koined Miton Investments in January 2003. He has managed the Extra Income portfolio since launch in March 2001. Sam is currently ranked in the Top 100 Fund Managers in the UK through the performance of the CF Miton Extra Income fund over one year. (Professional Adviser April 21st, 2005)
Sterling denominated. Minimum investment £5,000.
Invest through investoffshoredirect.com and the initial charge is reduced
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