YHD - Delayed Quote • GBp
Miton Global Opportunities Investment Trust Plc (MWGT.L)
At close: June 28 at 6:07 PM EDT
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263.00 - YTD Return 2.98%
- Expense Ratio 0.00%
- Category GBP Aggressive Allocation
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 46.44M
- Beta (5Y Monthly) 0.45
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 36.92%
- Last Dividend 0.00
- Inception Date Apr 8, 2004
The objective of the Company is to outperform 3 month LIBOR plus 2% over the longer term, principally through exploiting inefficiencies in the pricing of closed-end funds. This objective is intended to reflect the Company’s aim of providing a better return to shareholders over the longer term than they would get by merely placing money on deposit. The benchmark in the investment objective is a target only and should not be treated as a guarantee of performance of the company or its portfolio.
Miton Asset Management Limited
Fund Family
GBP Aggressive Allocation
Fund Category
46.44M
Net Assets
2004-04-08
Inception Date
Performance Overview: MWGT.L
Trailing returns as of 4/30/2016. Category is GBP Aggressive Allocation.
Holdings: MWGT.L
Top 10 Holdings (46.62% of Total Assets)
Sector Weightings
SectorMWGT.L
Financial Services 23.46%
Consumer Cyclical 14.34%
Industrials 13.64%
Basic Materials 11.89%
Technology 11.83%
Consumer Defensive 6.66%
Real Estate 6.33%
Healthcare 4.92%
Energy 3.80%
Utilities 1.64%
Communication Services 1.47%
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