Investment Professionals

Miton Global Opportunities plc

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

The trust is managed by Nick Greenwood who has considerable experience and expertise when it comes to investing in the closed ended sector. The trust will invest in a range of uncorrelated, top down global themes, whilst benefiting from the market inefficiencies commonly found in the closed ended sector.

There tends to be an instinctively contrarian approach, aiming to profit from the cycle of investor sentiment and the driving forces and catalysts for change in the market. Diversification is achieved through investment in UK and Overseas Equities, Fixed Interest, Alternative Assets, Structured Products, Property and Private Equity.

Investment Objective

To outperform 3 month LIBOR (the interbank lending rate) plus 2% over the longer term, principally through exploiting inefficiencies in the pricing of Investment Trusts.

Investment Policy

The Company will primarily invest in listed closed-ended investment funds, but will have the flexibility to invest in funds listed or dealt in on other recognised stock exchanges, and in unlisted closed-ended funds. Funds invested in may include all types of investment trusts, and funds established offshore. 

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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 Group plc 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 (formerly Miton Worldwide Growth Investment Trust 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
 
 
 
 
 
 
 
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