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

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

Actively Managed
THINK AHEAD OF THE CURVE
Actively Managed
PREMIER MITON
EUROPEAN SUSTAINABLE LEADERS FUND

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

including female representation on boards, remuneration structure, efficacy of auditors, disclosures

Management

including tenure, capability, clarity of strategy and policies

Sustainability of
business

including; barriers to entry, risks to assets, regulatory risk, innovation

Contribution to United Nations Sustainable Development Goals

including; revenues aligned to the goals, avoiding negative impacts

Environmental and
social impact of business

including; carbon emissions, resource usage and intensity, supply chain management, business ethics

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

For your protection, calls may be monitored and recorded for training and quality assurance purposes

005204/250122

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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.

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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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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.

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

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