Available via Connect – Premier Miton’s no-cost online portal

Available via Connect – Premier Miton’s no-cost online portal

Actively Managed

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PREMIER MITON
DIVERSIFIED GROWTH FUND

Diversified to reduce volatility. Actively managed for growth.

The investment team invests in different types of assets to diversify and reduce volatility. The investment philosophy is that investment decisions, including asset allocation and individual holdings decisions, should contribute to the fund’s aim of generating long term growth and also to dampen volatility.

Proven growth and risk adjusted return record: 6.6% annualised total returns vs 3.7% from the IA Mixed Investment 40-85% Shares sector and 3.3% from the FTSE All-Share index, with 61.9% of the volatility over five years. Top quartile total returns over 3 and 5 years and since Neil Birrell started managing the fund (18/03/2013).

Ongoing charges figure: 0.77% class D shares calculated as at 28.02.2022.

Performance source: FE Analytics.  Based on UK sterling, class D income shares, on a total return basis to 31.08.2022. Performance is shown net of fees with income reinvested. Fund volatility is based on weekly data.

Ongoing charges figure (OCF) calculated as at 28.02.2022. The OCF is based on the last year’s expenses and may vary from year to year. It excludes the costs of buying or selling assets for the fund (unless these assets are shares of another fund). The OCF includes the annual management charge. Transaction charges will also apply. Please refer to the Total Costs and Charges document for more information

Risks:

  • The performance information presented relates to the past.
    Past performance is not a reliable indicator of future returns.

  • The value of investments may fluctuate which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.

  • This fund may experience high volatility due to the composition of the portfolio or the portfolio management techniques used.

Premier Miton Diversified Funds – virtual event replay

Calendar year returns

Total returns % 2022 ytd1 2021 2020 2019 2018 2017
Premier Miton Diversified Growth Fund -8.3 16.3 11.8 17.4 -5.5 17.81
IA Mixed Investment 40-85% Shares sector -7.8 10.9 5.3 15.8 -6.1 10.0
FTSE All-Share Index -2.1 18.3 -9.8 19.2 -9.5 13.1
diviserfied growth

Awards and ratings are based on past events and are not an indication of future performance. Ratings are not a recommendation. Ratings accurate as at 01.08.2022.

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  • Actively managed

  • Proven performance record
    with independent ratings

  • Broad investment team

  • Growth fund focussed on strong risk adjusted returns

  • Available on Connect –
    Premier Miton’s no-cost online portal, enabling advisers to manage their clients’ Premier Miton investments

More information ›

Performance source: FE Analytics.  Based on UK sterling, class D income shares, on a total return basis. ¹ YTD data to 31.08.2022. Performance is shown net of fees with income reinvested. On 20.01.2020, this fund moved from a single pricing basis (mid) to a swing pricing basis. A swing pricing basis is where the price can swing to either a bid or an offer basis, depending on the investment and redemption activity in the fund. This means the investor selling or buying fund shares bears the associated [disinvestment] costs and protects the continuing holders in the fund. Performance could be shown on a combination of bid, mid or offer prices, depending on the period of reporting. The fund is classified in the IA Mixed Investment 40-85% Shares sector, which we believe is a meaningful comparator to help investors assess the performance of the fund. As the fund invests in UK companies, we believe the FTSE All-Share Index is also useful performance comparator.

Investment philosophy

Investment decisions, including asset allocation and individual holdings decisions, should contribute to the fund’s aim of generating long term growth and also to dampen volatility.

The investment team invests in different types of assets to diversify and reduce volatility.

Active management: the investment team believe actively managing the asset allocation and holdings will add value to investment returns over the long term.

One person can’t be an expert on everything: the specialist investment expertise and experience across Premier Miton’s investment teams are used for asset allocation and investment selection.

Asset allocation breakdown

The illustration shows the asset allocation breakdown for Premier Miton Diversified Growth Fund.  Each fund in the Diversified range has a different asset breakdown. As at 31.08.2022. Allocation may be above or below 100% due to rounding.

Diversified funds

Four of the funds are designed to produce capital growth over the long term and are managed with different risk profiles in mind. 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.

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For investment professionals only. Not suitable for, or to be relied on by, private or retail clients.

Source: FTSE International Limited (“FTSE”) © FTSE 2022. “FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under licence. All rights in the FTSE indices and / or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and / or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent. The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by Premier Miton Investors and we therefore are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision, nor are they an indication, promise or guarantee of future performance of a fund or fund manager. Morningstar ratings do not constitute investment advice. Copyright © 2022 Morningstar. All Rights Reserved. FE fund info Crown ratings do not constitute investment advice offered by FE fund info and should not be used as the sole basis for making any investment decision. All rights reserved.

MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics and Ratings (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 31,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell then. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.

A free, English language copy of the fund’s full prospectus, the Key Investor Information Document and Supplementary Information Document are available on the Premier Miton website, or you can request copies by calling us on 01483 306090.

Financial promotion Issued by Premier Miton Investors. Financial Promotion issued by Premier Miton Investors, marketing name for Premier Fund Managers Ltd and Premier Portfolio Managers Ltd which are authorised and regulated by the Financial Conduct Authority. Premier Portfolio Managers Limited is registered in England no. 01235867. Premier Fund Managers Limited is registered in England no. 02274227. Both companies are authorised and regulated by the Financial Conduct Authority and are members of the ‘Premier Miton Investors’ marketing group and subsidiaries of Premier Miton Group plc (registered in England no. 06306664). Registered office: Eastgate Court, High Street, Guildford, Surrey GU1 3DE.

©Premier Miton Investors 2022.

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Disclaimer

This section of the website and the content it contains is for retail clients only and by persons who are resident in the United Kingdom [who are not US persons]. Professional advisers should refer to the Professional Advisers site.

The content of the pages of this website is for your general information only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell or purchase shares in the funds or portfolios or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

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This section of the website and the content it contains is for professional financial advisers only and should not be relied upon, or circulated to, retail clients. Retail clients should refer to the Private Investor's site.

The content of the pages of this website is for your general information and use only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell shares in the funds or portfolio or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products, represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

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