Premier Miton US Opportunities Fund Class B AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 23.9 | 22.6 | -4.4 | 11.4 | 1.9 |
![]() | +/-Cat | 7.8 | 3.1 | 7.9 | -1.9 | -5.1 |
![]() | +/-B’mrk | - | -3.7 | 5.4 | -7.1 | -12.6 |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 15/07/2024 | GBX 418.70 | |
Day Change | 1.36% | |
Morningstar Category™ | US Flex-Cap Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00B8278F56 | |
Fund Size (Mil) 15/07/2024 | GBP 1654.37 | |
Share Class Size (Mil) 15/07/2024 | GBP 1110.36 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 0.83% |
Investment Objective: Premier Miton US Opportunities Fund Class B Accumulation |
The objective of the Fund is to provide capital growth over the long-term, being five years or more. The Investment Manager aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 70% of its assets in shares in North American companies across all industry sectors. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nick Ford 18/03/2013 | ||
Hugh Grieves 18/03/2013 | ||
Inception Date 18/03/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA North America | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Premier Miton US Opportunities Fund Class B Accumulation | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 3.61 |
![]() | ![]() | 3.29 |
![]() | ![]() | 3.24 |
![]() | ![]() | 3.10 |
![]() | ![]() | 2.94 |
![]() | ||
![]() ![]() ![]() | ||
Premier Miton US Opportunities Fund Class B Accumulation |