Strong returns: 10.1% return since managed by the Diversified Funds investment team (01.03.2021) vs 2.4% from the IA Mixed Investment 40-85% Shares sector. Since launch on 29.01.2018, the fund has returned 23.3% vs 16.1% from the sector.
Performance source: FE Analytics. Based on UK sterling, class D accumulation shares, on a total return basis to 31.08.2022. Performance is shown net of fees with income reinvested.
|Total returns %||20221||2021||2020||2019||2018||2017|
|Premier Miton Diversified Sustainable Growth Fund||-3.8||16.2||13.1||14.9||-||-|
|IA Mixed Investment 40-85% Shares sector||-7.8||10.9||5.3||15.8||-||-|
As the fund launched on 29.01.2018, full five years of performance history is not available. Performance source: FE Analytics. Based on UK sterling, class C income shares, on a total return basis. Performance is shown net of fees with income reinvested. ¹Data to 31.08.2022.
On 30.11.2020, 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 [dis]investment 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.
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 31.08.2022
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 31.08.2022
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 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.
007267/180822 – COMP
008269/301122 – MAR
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.
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.
Distribution Technology provide the Dynamic Planner® risk-profiling services in connection with this fund. Distribution Technology is not authorised to provide financial advice. We do not have any influence over the risk profiles or the methodology used to create them, and we are unable to provide assurances as to their accuracy or that they will not change, or that Distribution Technology will continue to provide these risk profiles in the future.
Morningstar ratings do not constitute investment advice. Copyright © 2022 Morningstar. All Rights Reserved.
FE fundinfo Crown and FE Alpha Fund 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.
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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