The Premier Miton Diversified fund range is comprised of six actively managed, directly invested multi asset funds.
- Multi asset portfolios directly invested in fixed income, equities, property shares, alternative investments and cash
- Broad and experienced investment team; managed by Neil Birrell and a team of specialist fund managers in the different asset classes
- Proven investment performance track record
Four of the funds are designed to produce capital growth over the long term and are managed with different risk profiles in mind. The investments for each of these funds will be similar, but the asset allocation and position sizes will vary to suit the specific fund risk profile. From the lowest expected risk profile to the highest, these are:
- Premier Miton Diversified Cautious Growth Fund
- Premier Miton Diversified Balanced Growth Fund
- Premier Miton Diversified Growth Fund
- Premier Miton Diversified Dynamic Growth Fund
- Premier Miton Diversified Income Fund is designed to produce a dividend income and offers the potential of capital growth over the long term
- Premier Miton Diversified Sustainable Growth Fund became part of the range on 1 March 2021. It is managed with a similar investment process to the other funds in the range and invests in sustainable growth themes.
- The fund was previously known as the Premier Miton Balanced Multi Asset Fund and was changed to Premier Miton Sustainable Growth Fund on 1 March 2022. The fund’s investment policy and investment strategy were also updated on this date to provide more information to potential investors about how the investment objective of the fund will be achieved and to include further detail on the sustainable investing approach.