Premier Miton Global Sustainable Growth B Income SharesRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 25.0 | 16.1 | -10.4 | 2.0 | 5.5 | |
+/-Cat | 14.4 | -2.0 | -1.1 | -10.7 | -4.0 | |
+/-B’mrk | 12.8 | -3.6 | -2.7 | -13.2 | -6.7 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 14/08/2024 | GBX 293.50 | |
Day Change | 0.72% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B8HTVW47 | |
Fund Size (Mil) 13/08/2024 | GBP 88.55 | |
Share Class Size (Mil) 13/08/2024 | GBP 55.49 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 1.29% |
Investment Objective: Premier Miton Global Sustainable Growth B Income Shares |
The objective of the fund is to provide capital growth over the long-term, being five years or more. Five 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 objective of the Fund by investing a minimum of 80% of its assets in an actively managed portfolio of company shares. Those companies will be of different sizes and from a range of geographical regions and industry sectors around the world. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Duncan Goodwin 20/01/2020 | ||
Inception Date 01/07/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Global | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Premier Miton Global Sustainable Growth B Income Shares | 30/06/2024 |
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Top 5 Holdings | Sector | % |
London Stock Exchange Group PLC | Financial Services | 5.00 |
Novo Nordisk A/S Class B | Healthcare | 3.95 |
Linde PLC | Basic Materials | 3.75 |
Visa Inc Class A | Financial Services | 3.35 |
HDFC Bank Ltd | Financial Services | 3.27 |
Increase Decrease New since last portfolio | ||
Premier Miton Global Sustainable Growth B Income Shares |