MITON GLOBAL OPPORTUNITIES PLC ORD 1P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 0.21
Dividend & Yield0.00£ (0.12%)
Beta 0.59
Market capitalization 81.48M
Operating cash flow 387k
ESG Scores unknown

Company description

Miton Global Opportunities Plc is a close-ended balanced fund of funds launched by Miton Group plc. It is managed by Miton Asset Management Limited. The fund invests in the funds investing in the public equity and fixed income markets across the globe. It primarily invests in other close ended funds. The fund benchmarks the performance of its portfolio against the FTSE All-Share Equity Investment Instruments Index and the FTSE All-Share Index. It was formerly known as Miton Worldwide Growth Investment Trust plc. Miton Global Opportunities Plc was formed on April 06, 2004 and is domiciled in the United Kingdom.

Sector: Financial Services - Industry: Asset Management

Financial data

Financial Statements

Cashflow Statement 2019-04-30 2020-04-30 2021-04-30 2022-04-30
Change To Liabilities 67k -87k 56k 73k
Total Cashflows From Investing Activities -1.8M -3.11M 2.22M 11.14M
Net Borrowings -5M 2M 2M -2M
Total Cash From Financing Activities -2.82M 4k -1M -4.67M
Change To Operating Activities
Issuance Of Stock 2.26M 714k 2.63M 2.63M
Net Income -276k -14.64M 33.5M 4.09M
Change In Cash -4.48M -2.83M 1.75M 6.86M
Effect Of Exchange Rate -5k -5k 4k -1k
Total Cash From Operating Activities 146k 280k 528k 387k
Depreciation
Change To Account Receivables 124k -102k 47k -120k
Other Cashflows From Financing Activities -83k -58k -55k -114k
Change To Netincome 231k 15.11M -33.08M -3.66M
Capital Expenditures

Income Statement 2019-04-30 2020-04-30 2021-04-30 2022-04-30
Research Development
Income Before Tax -288k -14.64M 33.5M 4.09M
Net Income -276k -14.64M 33.5M 4.09M
Selling General Administrative 1.28M 998k 1.02M 1.26M
Gross Profit 1.1M -13.59M 34.59M 5.55M
Ebit -185k -14.59M 33.57M 4.3M
Operating Income -185k -14.59M 33.57M 4.3M
Interest Expense -95k -50k -67k -73k
Income Tax Expense -12k
Total Revenue 1.1M -13.59M 34.59M 5.55M
Cost Of Revenue
Total Other Income ExpenseNet -103k -51k -68k -206k
Net Income From Continuing Ops -276k -14.64M 33.5M 4.09M
Net Income Applicable To Common Shares -276k -14.64M 33.5M 4.09M

Balance Sheet Statement 2019-04-30 2020-04-30 2021-04-30 2022-04-30
Total Liabilities 337k 127k 2.24M 254k
Total Stockholder Equity 77.17M 62.59M 93.14M 94.68M
Other Current Liabilities 203k 120k 177k 254k
Total Assets 77.51M 62.72M 95.38M 94.94M
Common Stock 280k 281k 269k 261k
Other Current Assets
Retained Earnings 42.43M 27.79M 61.29M 65.38M
Treasury Stock 10.07M 9.42M 6.48M 1.31M
Cash 5.11M 2.29M 4.04M 10.89M
Total Current Liabilities 337k 127k 2.24M 254k
Other Stockholder Equity 10.07M 9.42M 6.48M 1.31M
Property, Plant, and Equipment
Total Current Assets 5.23M 2.64M 4.9M 11.46M
Net Tangible Assets 77.17M 62.59M 93.14M 94.68M
Net Receivables 85k 314k 839k 376k
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Thomson (Ekaterina)D2022-07-25
van Cutsem (Hugh)D2022-07-25
Cuthbertson (Charlotte)D2022-07-25
Davidson (Richard)D2022-07-25
Greenwood (Nicholas H.)D2022-07-25
IntegraFin Holdings PLCD2022-07-04722
Charles Stanley Group PLCD2022-06-30
Evelyn Partners Ltd.D2022-06-30
Investec Wealth ManagementD2022-06-30
Rathbone Investment Management LtdD2022-06-30
Raymond James Investment Services Ltd.D2022-06-30
Seven Investment Management LLPD2022-06-30
Smith & Williamson Investment ManagementD2022-06-30
IntegraFin Holdings PLCD2022-05-17
Charles Stanley Group PLCD2022-04-30
Cuthbertson (Charlotte)D2022-04-30
Davidson (Richard)D2022-04-30
Greenwood (Nicholas H.)D2022-04-30
Investec Wealth ManagementD2022-04-30
Rathbone Investment Management LtdD2022-04-30
Raymond James Investment Services Ltd.D2022-04-30
Seven Investment Management LLPD2022-04-30
Smith & Williamson Investment ManagementD2022-04-30
Thomson (Ekaterina)D2022-04-30
van Cutsem (Hugh)D2022-04-30
MIGO OPPORTUNITIES TRUST PLCBuy Back at price 4.29 per share.D2022-03-08380k
Davidson (Richard)D2021-07-19
Phillips (Michael Charles)D2021-07-19
Thomson (Ekaterina)D2021-07-19
van Cutsem (Hugh)D2021-07-19
Rathbone Investment Management LtdD2021-06-30
Seven Investment Management LLPD2021-06-30
Smith & Williamson Investment ManagementD2021-06-30
Charles Stanley Group PLCD2021-06-30
Investec Wealth ManagementD2021-06-30
Charles Stanley Group PLCD2021-04-30
Davidson (Richard)D2021-04-30
Greenwood (Nicholas H.)D2021-04-30
Investec Wealth ManagementD2021-04-30
M & G Investment Management, Ltd.D2021-04-30
Phillips (Michael Charles)D2021-04-30
Rathbone Investment Management LtdD2021-04-30
Seven Investment Management LLPD2021-04-30
Smith & Williamson Investment ManagementD2021-04-30
Thomson (Ekaterina)D2021-04-30
van Cutsem (Hugh)D2021-04-30
Davidson (Richard)Bought at price 4.45 per share.D2021-04-0610k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

Here is the result of two systematic investment strategies applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows the equity curve of the two systematic investment strategies applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 35.81% on the backtest period.

Performance at glance

Performance

35.81 %

Latent gain

829.0 £

Invested capital

2315.0 £

Annualized return

8.69 %
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Momentum strategy results on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

This is the result of two momentum investment strategies applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows all the entries opened by the momentum investment system on MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P momentum entries
  • The first momentum investment strategy would give 38.47% of return on MITON GLOBAL OPPORTUNITIES PLC ORD 1P. That represents 1528.55£ of latent gain with 3973.45£ of employed capital.
  • The second momentum investment strategy would give 42.67% of return on MITON GLOBAL OPPORTUNITIES PLC ORD 1P. That represents 822.76£ of latent gain with 1928.24£ of employed capital.
Performance at glance (1Q Momentum)

Performance

38.47 %

Latent gain

1528.55 £

Invested capital

3973.45 £

Annualized return

22.65 %
Performance at glance (2Q Momentum)

Performance

42.67 %

Latent gain

822.76 £

Invested capital

1928.24 £

Annualized return

11.72 %

Momentum equity curve on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows the equity curve of the two momentum strategies applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P momentum equity

Note: the dividends potentially given by MITON GLOBAL OPPORTUNITIES PLC ORD 1P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows the employed capital evolution of the two momentum strategies on MITON GLOBAL OPPORTUNITIES PLC ORD 1P since the beginning:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

Buy the dip entry openings on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The performance achieved by the robo-advisor on MITON GLOBAL OPPORTUNITIES PLC ORD 1P is 48.02%. That represents 127.5$ of latent gain with 265.5£ of employed capital. The following chart shows MITON GLOBAL OPPORTUNITIES PLC ORD 1P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of MITON GLOBAL OPPORTUNITIES PLC ORD 1P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

48.02 %

Latent gain

127.5 £

Invested capital

265.5 £

Annualized return

22.65 %

Equity curve of the strategy applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows the result of the investment strategy applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P

Note: the dividends potentially given by MITON GLOBAL OPPORTUNITIES PLC ORD 1P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows the employed capital evolution since the beginning of the investment strategy on MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

In this section, I will compare the three previous investment strategies applied to MITON GLOBAL OPPORTUNITIES PLC ORD 1P.

Equity curve comparison on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

MITON GLOBAL OPPORTUNITIES PLC ORD 1P investment strategy comparison

Employed capital comparison on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

MITON GLOBAL OPPORTUNITIES PLC ORD 1P investment comparison

Performance comparison on MITON GLOBAL OPPORTUNITIES PLC ORD 1P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 35.81% 829.0£ 2315.0£ 8.69%
Momentum 1 quarter 38.47% 1528.55£ 3973.45£ 9.91%
Momentum 2 quarters 42.67% 822.76£ 1928.24£ 11.72%
Non-directional 48.02% 127.5£ 265.5£ 22.65%
Annualized return comparison

Automatic investment

8.69 %

Momentum 1Q

11.72 %

Momentum 2Q

11.72 %

Non-directional

22.65 %

Correlated stocks

Here are the most positively and negatively correlated stocks with MITON GLOBAL OPPORTUNITIES PLC ORD 1P:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between MITON GLOBAL OPPORTUNITIES PLC ORD 1P and the other stocks. There may be false positives or some missing correlated stocks. If the price of MITON GLOBAL OPPORTUNITIES PLC ORD 1P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name MITON GLOBAL OPPORTUNITIES PLC ORD 1P
Country United Kingdom
City Guildford
Address High Street
Phone 44 14 8340 0400
Website www.mitongroup.com/index.php/financial/fund-pages/investment-trusts/miton-worldwide-growth-investment-trust-plc/
FullTime employees
Industry Asset Management
Sector Financial Services
Exchange XLON
Ticker MIGO.XLON
Market www.londonstockexchange.com

MITON GLOBAL OPPORTUNITIES PLC ORD 1P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown