Focused on European companies with a strong ESG profile and long term sustainable growth themes.
- The fund aims to generate long term capital growth by investing in a portfolio of European companies aligned with the team’s long term sustainable growth themes such as health and wellbeing, affordable and clean energy and technological advancement
- A focus on companies with a strong Environmental, Social and Governance (ESG) profile
- United Nations Sustainable Development Goals (SDGs) are used as a recognised set of global standards to reference and the fund managers will seek to align the investments in the fund with those standards
- Launched 10 May 2021
- Managed by Premier Miton’s highly successful European equities team who also manage the Premier Miton European Opportunities Fund
- The fund is classified in the IA Europe Ex UK Sector, which we believe is a meaningful comparator to help investors assess the performance of the fund. The FTSE World Europe Excluding UK index is also used as a comparator which may assist investors in evaluating the fund’s performance against equity returns.
THINK AHEAD OF THE CURVE
- Actively managed
- Sustainable and ESG European fund
- Long-term capital growth focus
- Strong track-record of management team
- Available on Connect –
Premier Miton’s no-cost online portal, enabling advisers to manage their clients’ Premier Miton investments
More information ›
Risks:
- 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.
- Where investments in a fund are denominated in currencies other than sterling (for example, if a fund holds assets priced in euros), its value will be affected by changes in the relevant exchange rate. Certain other investments, such as the shares in companies with profits from other countries, will also be effected.
- Funds that have a strong focus on a particular country or region can carry a higher risk than funds with a more diversified portfolio.
- 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.
- Investment in smaller companies is typically higher risk than investment in larger companies. Shares in smaller companies can experience greater levels of volatility.
Sustainability and ESG factors
Corporate
governance
Management
Sustainability of
business
Contribution to United Nations Sustainable Development Goals
Environmental and
social impact of business
Encouraging the positive
The team seek to invest in companies that contribute to the UN SDGs; such as:
Affordable and clean energy
- Pollution control or monitoring
- Industrial efficiency to save energy
- Supplying energy saving services either in the home or in industrial applications
- Sustainable transport provision
- Low carbon energy production and renewables
Innovation and technological advancement
- Efficient industrial production
- Infrastructure
- Recycling
- Sustainable agriculture
Health and education
- Sustainable food
- Meeting medical and healthcare needs
- Educational and training services
- Protection and provision of water supplies
- Health and safety equipment
Enhancing society
- Financial inclusion
- Provision of goods and services
- Improving working conditions
- Resource management
Specific exclusions
Companies with 10% or more of their revenues coming from:
Tobacco
Fossil fuels
Gambling
Key facts
| Number of stocks: | 45-55 |
| Launch date: | 10 May 2021 |
| IA sector: | IA Europe ex UK |
| OCF: | 0.99% class C shares |
The ongoing charges figure is estimated and will, in due course, be based on the last year’s expenses and may vary from year to year. The other cost element of the OCF is capped at 0.24%.
Contact us
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005204/250122
For investment professionals only. Not suitable for, or to be relied on by, private or retail clients.
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. 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.