Miton, an AIM - listed asset management group, is extending
its multi asset fund range with the launch of the LF Miton Balanced Multi Asset Fund on 29 January 2018.»
Neil Bridge (pictured), Miton's Head of Sales, says: «The new fund is a natural addition to our outcome - driven,
multi asset fund range sitting alongside our Defensive, Cautious and Cautious Monthly Income funds.
David Jane, Miton
multi asset fund manager, says: «We are firm believers that capital preservation should be prioritised alongside return generation and have created a solution which provides the flexibility to move aggressively out of equities in difficult market conditions.
The team has a strong track record, delivering top quartile performance for the MI Miton Cautious Monthly Income fund since its launch in 2011, and top quartile performance for the LF Miton Cautious
Multi Asset fund and LF Miton Defensive
Multi Asset fund since assuming management in June 2014.
Not exact matches
Additionally, he manages Fidelity Mega Cap Stock
Fund, Fidelity Advisor Mega Cap Stock
Fund, Fidelity Large Cap Stock
Fund, and Fidelity Advisor Large Cap
Fund, as well as co-manages Fidelity
Multi Asset Income
Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).
P / B P / E SD Sharpe ratio Beta Alpha Franklin india high growth companies
fund (
multi cap) 3.2 23.7 15.34 1.62 0.99 15.36 Franklin india smaller companies
fund (mid & small cap) 3.4 22.3 16.2 1.82 0.97 20.13 Mirae
asset emerging blue chip
fund (mid & small cap) 3.42 23.43 15.34 1.88 0.91 19.24 Axis long term equity
fund (ELSS tax saving) 8.55 35.3 13.43 1.76 0.88 15.1
Open - ended and Equity:
Multi Cap --- Franklin India High Growth Companies
fund Open - ended and Equity: Large & Mid Cap ---- Mirae
Asset India Opportunities
fund Open - ended and Equity: Large & Mid Cap ---- Birla sunlife frontline equity
fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies
fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced
fund PLAN A
The
fund complements the existing
multi asset range at Miton, providing a selection of products for investors looking for outcome driven solutions, with outstanding long term investment performance.»
As with the other Miton
multi asset products, the
fund will invest in baskets of individual securities rather than investing in other
funds providing the additional benefit of keeping overall charges low.
L & T India Prudence
Fund Equity Oriented 11.22 % UTI MNC
Fund Balanced 12.68 % Franklin Build India
Fund Infrastructure 16.98 % Mirae
Asset Emerging Blue chip
Fund Mid Cap 14.97 % ICICI Pru Regular Income
Fund Debt oriented 3.48 % UTI Transport & Logistic
Fund Others 8.79 % DSP BlackRock Micro Cap
Fund Small Cap 6.94 % ICICI Value Discovery
Fund Multi Cap 5.20 % SBI Pharma
Fund Pharma 2.75 %
His Wells
Multi Strategy
Fund invests in
asset - backed debt obligations, including in the entertainment and residential mortgage space.
mirae
Asset Emerging Bluechip
Fund - mid HDFC Balanced
Fund - balance - large Kotak Select Focus
Fund - large Birla SL Equity
Fund -
multi
Retirement (ELSS)-- 15000 PM — Axis Long Term Equity
Fund and Birla Sun Life Tax Relief 96 Children Education — 5000 PM — SBI Bluechip Tax Savings — 10000 PM — DSP BlackRock Tax Saver
Fund Emergency — 5000 PM — Mirae
Asset India Opportunities (large / mid cap), — 5000 PM — Motilal Oswal MOSt Focused Multicap 35
Fund (
multi cap) or ICICI Prudential Value Discovery
Fund — Direct Plan — 5000 PM — Mirae Emerging Bluechip
Fund (G)(small cap) / Reliance Tax Saver
For professional
asset and
fund managers who are authorised to trade on behalf of their clients, EightCap provides a high - performance
Multi Account Manager («MAM «-RRB- software that has been designed to work seamlessly with the MetaTrader 4 platform and can be customised according to the complexity of your trading needs.
% Allocation Class
FUND =================================================== 35 % Large Cap ==================================================== --------- A) 18 % SBI Bluechip Fund ---------- B) 17 % Birla Sunlife Frontline Equity Fund ===================================================== 20 % Mid Cap Mirae Asset Emerging Bluechip Equity Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
FUND =================================================== 35 % Large Cap ==================================================== --------- A) 18 % SBI Bluechip
Fund ---------- B) 17 % Birla Sunlife Frontline Equity Fund ===================================================== 20 % Mid Cap Mirae Asset Emerging Bluechip Equity Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
Fund ---------- B) 17 % Birla Sunlife Frontline Equity
Fund ===================================================== 20 % Mid Cap Mirae Asset Emerging Bluechip Equity Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
Fund ===================================================== 20 % Mid Cap Mirae
Asset Emerging Bluechip Equity
Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap
Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
Fund --------- B) 10 % Frankline India Smaller Companies
Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
Fund ==================================================== 10 %
Multi cap ICICI Prudential Value Discovery
Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================
Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced
Fund ================================================
Fund ====================================================
It is 1.35 % p.a. for Opportunities
Fund,
Multi Cap Growth
Fund, Bluechip
Fund, Maximiser V, Maximise India
Fund,
Multi Cap Balanced
Fund, Active
Asset Allocation Balanced
Fund, Income
Fund.
It is 1.35 % p.a for Maximus
Fund, Accelerator
Fund, Tyaseer
Fund, Dynamic
Asset Allocation
Fund &
Multi Cap Aggressive
Fund, 1.25 % p.a for Preserver
Fund & Guard
Fund, 0.50 % p.a for Discontinued Policy
Fund.