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

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

ACTIVELY MANAGED

DIVERSIFIED TO REDUCE VOLATILITY
PREMIER MITON DIVERSIFIED SUSTAINABLE GROWTH FUND

Multi asset fund focused on investments with a strong ESG profile and part of long term sustainable growth themes

On 1 March 2022, the Premier Miton Balanced Multi Asset Fund was renamed Premier Miton Diversified Sustainable Growth Fund to reflect the focus on investments with a strong ESG profile and that are part of sustainable growth themes.
  • Aligned with long term sustainable growth themes; health & well-being, financial inclusion, energy & transition, education, sustainable cities and communities, food productivity & safety, financial inclusion and the circular economy
  • Investments are assessed against a range of ESG criteria, including corporate governance, management, environmental & social impact of business & sustainability of business
  • The United Nations Sustainable Development Goals are a recognised set of global standards to reference and the fund managers will seek to align the investments in the fund with those standards
  • Excludes companies with negative impacts including those with major tobacco, gambling or coal mining business, that contravene human rights or that are involved in banned weapons
  • Lead fund manager, Neil Birrell, supported by Premier Miton’s specialist investment teams covering the different asset classes
  • The fund is part of the Premier Miton Diversified fund range which is comprised of six actively managed, directly invested multi asset funds managed by the same team
Strong returns: 7.0% returns since managed by the Diversified Funds investment team (from 01.03.21) vs 4.1% from the IA Mixed Investment 40-85% Shares Sector.

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
  • Funds that follow a sustainable investment approach exclude companies which do not meet their sustainability criteria from the investment universe and therefore can carry a higher risk than funds with a more diversified portfolio.

As the fund launched on 29.01.2018, full five years’ performance history is not available

Awards and ratings are based on past events and are not an indication of future performance. Ratings are not a recommendation. Ratings are accurate as at 28.02.2022

THINK AHEAD OF THE CURVE

  • Actively managed
  • Proven performance record
    with independent ratings
  • Broad investment team
  • Focused on investments with a strong ESG profile
  • Available on Connect – Premier Miton’s no-cost online portal, enabling advisers to manage their clients’ Premier Miton investments
  • 0.9% OCF, class F shares
    1% OCF, class B shares1
  • Launched: 29.01.2018
1 Based on expenses for the year ended 30.06.2021

More information ›

Performance

Investment philosophy

Investment decisions, including asset allocation and individual holding decisions, should contribute toward dampening volatility and achieving the fund’s aim of generating long term growth; all asset classes are assessed on ESG criteria

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 Sustainable Growth Fund. Each fund in the Diversified fund range has a different asset breakdown. Allocation may be above or below 100% due to rounding. As at 28.02.2022
asset-allocation-dsg

Premier Miton 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 Sustainable Growth Fund (previously Premier Miton Balanced Multi Asset Fund) becaome part of the range on 1 March 2021. It is managed with a similar investment process to the other five funds and invests in long term growth themes.

Premier Miton Diversified Income Fund is designed to produce a dividend income and offers the potential of capital growth over the long term.

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

The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by us and we are unable to accept responsibility for their accuracy. All rights reserved. Morningstar ratings do not constitute investment advice. Copyright © 2022 Morningstar. All Rights Reserved. FE fundinfo Crown ratings do not constitute investment advice offered by FE fundinfo 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 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 them. 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. For your protection, calls may be monitored and recorded for training and quality assurance purposes.

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. 01235868. Premier Fund Managers Limited is registered in England no. 02274277. 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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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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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.

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

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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