Miton Global Portfolio

Investment Objectives & Fund Strategy

The objective of the Trust is to achieve growth over the medium to long term from investment in Collective Investment Schemes. Income will not be the primary objective. Investments will not be confined to any particular economic sector.

The fund strategy is to manage the Trust using an adaptive and pragmatic approach to portfolio construction, seeking to use skills in asset management and fund selection to achieve out performance.

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 Global portfolio since launch. Sam is currently ranked in the Top 100 Fund Managers in the UK through the performance of the CF Miton Global fund over 3 years. (Professional Adviser Feb 24, 2005)

Sterling denominated. Minimum investment £5,000.

Invest through ^{investoffshoredirect.com} and the initial charge is reduced

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