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
RESPONSIBLE UK EQUITY FUND

Focussed on UK companies that act responsibly with a strong ESG profile and that are part of long term themes that have a positive influence on society and the environment

  • Managed by Premier Miton’s highly successful UK equity growth team of Jon Hudson and Benji Dawes who also manage the Premier Miton UK Growth Fund.

  • On 14.12.2021, the name of the fund was changed from Premier Miton Ethical Fund to Premier Miton Responsible UK Equity Fund

  • The fund aims to generate long term capital growth by investing in companies with a strong ESG profile and that are part of long term themes that have a positive influence on society and the environment, including; health and education, protecting the planet and enhancing society

  • United Nations Sustainable Development Goals (SDGs) are used as a recognised set of global standards to align the investments in the fund

  • Supported by Premier Miton’s Responsible Investing Team, led by Head of Responsible Investing, Helene Winch

Proven growth and risk adjusted return record: 10.3% annualised total returns vs 3.8% from the IA UK All Companies sector and 3.0% from the FTSE 4Good UK index, since managed by Jon Hudson & Benji Dawes (01/07/2019). Ranked 16 out of 244 funds in the sector over this period.

Performance source: FE fundinfo, to 28.02.2022, based on a total return, UK sterling basis, net of fees, class C income shares.

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 responsible investment approach exclude companies which do not meet their responsible criteria from the investment universe and therefore can carry a higher risk than funds with a more diversified portfolio.

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 28.02.2022.

THINK AHEAD OF THE CURVE

  • Actively managed

  • Proven performance record with independent ratings

  • ESG and responsible investing criteria

  • Independent Committee of Reference provides oversight of responsible investing criteria

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

More information ›

Performance

ESG criteria

Corporate
governance

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

Management

including tenure, capability, clarity of strategy and policies

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:

Protecting the planet

Clean energy
Better resource efficiency
Sustainable infrastructure & cities

Health and education

Physical health
Mental health & wellbeing
Education & social development

Enhancing society

Providing good quality work
Reducing inequality
Sustainable economy & finance

Specific exclusions

Companies with 10% or more of their revenues coming from:

Tobacco

Fossil fuels

Gambling

Key facts

The OCF includes the annual management charge. Transaction charges will also apply.

Number of stocks: 45-70
Managed by team since: 1 July 2019
IA sector: IA UK All Companies
OCF: 0.89% class C shares calculated as at 31.08.2021

Ongoing charges figure (OCF) calculated as at 31.08.2021. 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.

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

005208/250122

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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 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 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. Calls will be monitored and recorded for training and monitoring purposes.

©Premier Miton Investors. 2022. 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.

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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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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.

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