MAM CF Miton Special Situations Portfolio Class A Fund
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £534 |
|---|
| Normal Standard Initial Charge | 5.00% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.50% |
| Total Expense Ratio* | 1.85% |
| Fund Unit Type | Acc |
The objective of the Miton Special Situations Portolio from MAM is to give high priority to attractive returns from open-ended and closed-ended funds whilst keeping volatility low. Fund manager, Martin Gray, is also able to invest directly in equities in pursuit of additional returns.
IMA Sector: Balanced Managed
The Special Situations Portfolio was Highly Commended as a Balanced Managed Fund at the 2010 Moneywise Fund Awards.
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.