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Miton Investment – CF Miton Special Situations Fund

Oeic fund of funds

Growth by investing in Oeics, investment trusts, unit trusts, gilts and cash

Minimum investment:
Lump sum £5,000,
monthly £100

Investment split:
23% UK equities, 16% Japanese equities, 11% global bonds,
9% emerging markets, 9% resources, 8% gilts, 4% Pacific,
3% European equities, 17% cash

Isa link:

Pep transfers:

Initial 5%,
annual 1.5%

Initial 3%,
renewal 0.5%

Tel: 0118 958 5596


Is it any wonder that no one wants a pension today?

And so we have the Turner report, this time on the retirement savings gap, which the government seems now to have increased from £27bn to £57bn. It would be interesting to know how the Government or its appointed agencies are coming up with these vast figures and also why there&#39s such a vast difference between […]

Royal Liver launches Progress

Royal Liver launches Progress, the e-only protection service to a limited number of IFA distribution partners. Mortgage protection menu products can be placed on risk through the Exchange or via the extranet. Royal Liver director Mike Warr says: “We&#39re delighted to now be at the stage where our distribution partners are giving IFAs the details […]

&#39Providers to lose power in IFA field&#39 Sesame to target mature staff with experience

The influence of product providers in the IFA sector is diminishing ahead of depolarisation. That was the message at a round table last week, at which marketers said they believed the control that providers had exerted up to now was waning and IFAs were developing their businesses without their help. Punter Southall Financial Management managing […]

Independent view

It seems to me the FSA assumes it is easier to regulate a small number of large organisations than a large number of small ones. Experience tells us, however, that the opposite is true. If a large organisation decides to behave badly, all you get is a large number of people behaving just as badly. […]


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