Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

FP Miton Income Inclusive - Income (GBP)

Sell:83.35p Buy:84.21p Change: 0.03p (0.04%)
Prices as at 16 October 2019
Sell:83.35p
Buy:84.21p
Change: 0.03p (0.04%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 16 October 2019
Sell:83.35p
Buy:84.21p
Change: 0.03p (0.04%)
Prices as at 16 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

16/10/14 to 16/10/15 16/10/15 to 16/10/16 16/10/16 to 16/10/17 16/10/17 to 16/10/18 16/10/18 to 16/10/19
Annual return 20.02% 10.78% 8.54% -4.20% 0.83%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

PSigma Asset Management was formed in 2007 and in July 2013 was acquired by Miton Group plc. Miton has traditionally been best known for its asset-allocation driven approach to investing while PSigma Asset Management has enjoyed a strong presence in UK equity income. The acquisition expands the breadth and depth of Miton's product range.

Information about the fund

Fund manager biography

manager photo
Manager Name: Eric Moore
Manager start date: 15 July 2014
Manager located in: London

Eric Moore joined Miton Group plc in July 2013. Prior to Miton, Eric was a member of the PSigma Income team from May 2010. He began his career at Gartmore where he spent 10 years in a variety of roles, including co-managing the Gartmore UK Growth Fund. In 2005, he moved to Insight Investment as Director of UK Equities where he was responsible for co-managing a combined £5bn of institutional and retail money. Eric holds an MA (Hons.) in Philosophy, Politics and Economics, from Trinity College, Oxford and an MSc (Hons.) in Cognitive Science, from the University of Edinburgh. Eric is an Associate of the Chartered Institute for Securities and Investment.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account