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.
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.
The team seek to invest in companies that contribute to the UN SDGs; such as:
Companies with 10% or more of their revenues coming from:
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.
For your protection, calls may be monitored and recorded for training and quality assurance purposes
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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