Premier Miton US Opportunities Fund F AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 24.3 | 22.6 | -4.3 | 11.6 | 8.0 |
![]() | +/-Cat | 8.1 | 3.1 | 7.9 | -1.8 | -0.4 |
![]() | +/-B’mrk | - | -3.7 | 5.4 | -7.0 | -6.6 |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 14/08/2024 | GBP 4.22 | |
Day Change | 0.79% | |
Morningstar Category™ | US Flex-Cap Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BNHND258 | |
Fund Size (Mil) 14/08/2024 | GBP 1634.63 | |
Share Class Size (Mil) 14/08/2024 | GBP 555.53 | |
Max Initial Charge | 7.00% | |
Ongoing Charge 12/02/2024 | 0.68% |
Investment Objective: Premier Miton US Opportunities Fund F Acc |
The objective of the Fund is to provide capital growth over the long-term, being five years or more. The Investment Manager aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 70% of its assets in shares in North American companies across all industry sectors. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alex Knox 01/08/2024 | ||
Nick Ford 18/03/2013 | ||
Click here to see others | ||
Inception Date 14/04/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA North America | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Premier Miton US Opportunities Fund F Acc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.62 |
![]() | ![]() | 3.32 |
![]() | ![]() | 3.29 |
![]() | ![]() | 3.14 |
![]() | ![]() | 3.02 |
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Premier Miton US Opportunities Fund F Acc |