Investment Professionals

Miton Global Opportunities plc

(previously known as the Miton Worldwide Growth Investment Trust plc)

Trust Objective

To outperform Sterling 3 month LIBOR plus 2% (the interbank lending rate) over the longer term, principally through exploiting inefficiencies in the pricing of closed-ended investment funds such as investment trusts. 

Investment Approach

The Company invests in closed-end investment funds traded on the London Stock Exchange’s Main Market, but has the flexibility to invest in investment funds listed or dealt on other recognised stock exchanges, in unlisted closed-end funds (including, but not limited to, funds traded on the FTSE AIM All-Share Index) and in open-ended investment funds. The funds in which the Company invests may include all types of investment trusts, companies and funds established onshore or offshore. The Company has the flexibility to invest in any class of security issued by investment funds including, without limitation, equity, debt, warrants or other convertible securities. In addition, the Company may invest in other securities, such as non-investment fund debt, if deemed to be appropriate to produce the desired returns to shareholders.

 
 
 
 
 
 
 
 
 
 

Interim Management Statements

Interim Management Statement - Quarter Ending 31 July 2010 - (3 September 2010)
Interim Management Statement - Quarter Ending 31 January 2010 - (19 March 2010)
Interim Management Statement - Quarter Ending 31 January 2009 - (26 February 2009)
Interim Management Statement - Quarter Ending 31 July 2008 - (3 September 2008)
Interim Management Statement - Quarter Ending 31 January 2008 - (25 February 2008)
Interim Management Statement - Quarter Ending 31 July 2007 - (17 September 2007)
 

Anthony Townsend, Chairman

Anthony Townsend has spent over 40 years working in the City and was chairman of the Association of Investment Companies from 2001 to 2003. He is chairman of British & American Investment Trust plc, F&C Global Smaller Companies plc, Baronsmead VCT 3 plc, Gresham House plc and Finsbury Growth & Income Trust plc. 

James Fox, Chairman of the Audit Committee

James Fox has over 40 years' experience in investment management and the investment trust industry. He is a past deputy chairman of the Association of Investment Companies and a past chairman of the Association of Investment Companies' Tax Committee. Until May 2013, he was a non-executive director, and chairman of the audit committee, of JP Morgan American Investment Trust plc.

Michael Phillips

Michael Phillips founded iimia Investment Group plc in 2001 (which became MAM Funds plc in 2010 and is now Miton Group plc) and in a period of 7 years built it into a group with funds under management and advice of over £2.8 billion. As chief executive he was responsible for the day to day operations of the Group until September 2008 when he left to pursue other interests. He is a director of Gresham House plc and a Fellow of the Chartered Institute for Securities & Investment. He was a director of Strategic Equity Capital plc until September 2014. 

Hugh van Cutsem

Hugh van Cutsem has worked in the investment company sector for a number of years. He started his career at Cazenove on the sell side, specialising in investment companies. He left in 2003 to start up a funds business for a boutique corporate advisory business and specialised in marketing listed funds to the UK wealth management sector. In 2008, he co-founded Kepler Partners LLP which focuses on marketing both listed and open-ended funds to the UK fund management industry and also advises on the structuring of both listed and UCITS III funds. 

Nick Greenwood

Nick Greenwood joined Miton following the merger with Exeter Fund Managers in November 2007. He began his career in private client stock broking during the late 1970s. Nick was a founder member of Christows stockbroking operation in 1991. He joined the Christows Investment Trust team setting up their London office in 1995 and became lead manager in November 1997. Nick joined iimia in July 2002; iimia Accelerated was launched in April 2003 and was followed by iimia Investment Trust. Nick became Chief Investment Officer following the merger with Exeter Fund Managers in August 2005.

Nick Greenwood is Fund Manager of both the Miton Global Opportunities plc and the CF Miton Worldwide Opportunities Fund.

 

Mr. Fox is the Chairman of the audit committee.

Mr. Townsend is the Chairman of the management engagement committee.

Terms of Reference

Audit Committee - Terms of Reference
Management Engagement Committee - Terms of Reference
 
 
 
 
 
 
 
Awards
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