Premier Miton Defensive Growth C incomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 1.2 | 8.4 | 1.7 | -1.5 | 2.4 |
![]() | +/-Cat | 4.6 | 3.3 | 0.4 | -5.8 | -3.1 |
![]() | +/-B’mrk | -4.4 | 8.7 | 14.9 | -7.5 | -0.2 |
Category: Multistrategy GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 122.70 | |
Day Change | 0.08% | |
Morningstar Category™ | Multistrategy GBP | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00B832BD89 | |
Fund Size (Mil) 14/08/2024 | GBP 79.16 | |
Share Class Size (Mil) 14/08/2024 | GBP 15.15 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 0.88% |
Investment Objective: Premier Miton Defensive Growth C income |
The objective of the Fund is to provide positive returns over rolling three year periods in all market conditions with less than a quarter of the volatility of the FTSE All World Index, which may result in the returns from the Fund being constrained. Three years is also the minimum recommended period for holding shares in this Fund. 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 Investment Adviser aims to achieve the Fund’s objective by investing in a diversified portfolio of investment strategies and investment types with exposure to different asset classes, geographical regions and financial markets. |
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Management | ||
Manager Name Start Date | ||
Robin Wills 09/08/2019 | ||
Daniel Hughes 09/08/2019 | ||
Inception Date 05/11/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA | Morningstar UK Cau Tgt Alloc NR GBP |
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Portfolio Profile for Premier Miton Defensive Growth C income | 31/07/2024 |
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