Multi-Asset Fund Detail

Willis Owen Research Commentary

David Jane and Anthony Raynor are veteran investors with 30 and 20 years experience respectively and have managed this cautious strategy at Miton since 2014. They have a very risk averse approach with the main aim being to protect investors capital. Monitoring and mitigating risk is an essential component of their investment process; the target is to achieve 3-5% annualised return over the long term but with volatility of no more than a third of the FTSE 100. The construction of the portfolio is driven by their economic outlook and companies are chosen to reflect the mangers preferred themes. However, these must meet strict valuation criteria and the size of individual company investments are keep small to limit risk.

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