Data is at market close and rounded to 2 decimal places.
The LF Miton Balanced Multi Asset Fund is a global fund investing across the major asset classes such as company shares, bonds, other investments and cash.
Central to our approach is to remain true to some basic assumptions and to allocate resource to our strengths.
To achieve long-term (greater than 5 years) capital growth by investing in a portfolio of global mixed assets comprising of equities, fixed income securities, property and commodities. Whilst a combination of asset classes will always be held, not all asset classes will necessarily be held all the time, with the exception of equities and equity related securities.
|Fund launch date||29 January 2018|
|IA sector||Mixed Investment 40-85% Shares|
|Valuation point||12:00 midday|
Final - 30 June
Interim - 31 December