Premier Miton Cautious Multi Asset Fund A AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.9 | 7.6 | -10.3 | 4.5 | 6.4 |
![]() | +/-Cat | 3.8 | -0.5 | 0.1 | -3.0 | 1.3 |
![]() | +/-B’mrk | 2.6 | -0.4 | -1.1 | -4.8 | 0.0 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 279.80 | |
Day Change | 0.32% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B031C923 | |
Fund Size (Mil) 14/08/2024 | GBP 274.82 | |
Share Class Size (Mil) 14/08/2024 | GBP 32.48 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 1.56% |
Morningstar Research |
Analyst Report | 30/06/2024 Morningstar Manager Research, Morningstar, Inc |
Premier Miton Multi-Asset Cautious is run by seasoned managers who have worked together for a long time. The macro-oriented approach has also displayed a profile where returns from one year to the next can swing from the top to bottom quartile... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Premier Miton Cautious Multi Asset Fund A Accumulation |
The objective of the fund is to achieve capital growth over the long term, being five years or more. The minimum recommended holding term is at least five years. This does not mean that the fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The asset classes chosen by the Investment Manager to meet the objective will include equities (company shares), fixed income (including bonds issued by governments and companies), property (including Real Estate Investment Trusts), commodities, cash and cash like investments. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
David Jane 09/06/2014 | ||
Anthony Rayner 09/06/2014 | ||
Inception Date 30/12/1997 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60% Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Premier Miton Cautious Multi Asset Fund A Accumulation | 31/07/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
|