Premier Miton Strategic Monthly Income Bond C incomeRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 1.7 | -4.5 | 4.7 | 7.5 | |
+/-Cat | - | 1.7 | 4.4 | -2.4 | 2.4 | |
+/-B’mrk | - | 3.5 | 9.0 | -1.1 | 3.8 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 20/12/2024 | GBP 0.96 | |
Day Change | 0.12% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00BMWVS003 | |
Fund Size (Mil) 20/12/2024 | GBP 423.42 | |
Share Class Size (Mil) 20/12/2024 | GBP 197.44 | |
Max Initial Charge | - | |
Ongoing Charge 29/08/2024 | 0.45% |
Investment Objective: Premier Miton Strategic Monthly Income Bond C income |
The objective of the Fund is to provide income, together with the potential for 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 in a diversified portfolio of fixed, variable and zero interest rate investments, including bonds issued by governments and companies. The Fund will invest at least 70% in these investments (although no more than 5% will be invested in zero interest rate investments). |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Lloyd Harris 14/09/2020 | ||
Simon Prior 14/09/2020 | ||
Inception Date 14/09/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Sterling Strategic Bond | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Premier Miton Strategic Monthly Income Bond C income | 30/11/2024 |
|
|