Premier Miton Responsible UK Equity A accumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.7 | 12.9 | -19.8 | 0.7 | 10.0 |
![]() | +/-Cat | 12.6 | -1.9 | 2.3 | -5.2 | -2.1 |
![]() | +/-B’mrk | - | - | - | -15.9 | 0.6 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 14/08/2024 | GBX 437.00 | |
Day Change | 1.18% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B4VBB957 | |
Fund Size (Mil) 14/08/2024 | GBP 154.83 | |
Share Class Size (Mil) 14/08/2024 | GBP 1.34 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 12/02/2024 | 1.71% |
Investment Objective: Premier Miton Responsible UK Equity A accumulation |
The objective of the Fund is to provide capital growth over the long-term, being five years or more. The Investment Adviser aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares in companies incorporated, domiciled or which have a significant part of their business in the UK. The Investment Adviser will focus on companies that act responsibly; those with a strong Environmental, Social and Governance (ESG) profile and those that it believes are part of long term themes that have a positive influence on society and the environment. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Benji Dawes 01/07/2019 | ||
Jon Hudson 01/07/2019 | ||
Inception Date 30/04/2010 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE4Good UK TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Premier Miton Responsible UK Equity A accumulation | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.45 |
![]() | ![]() | 3.21 |
![]() | ![]() | 2.94 |
![]() | ![]() | 2.83 |
![]() | ![]() | 2.76 |
![]() | ||
![]() ![]() ![]() | ||
Premier Miton Responsible UK Equity A accumulation |