Premier Diversified Balanced Gr D Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.17%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.75%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupPremier Miton Investors
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to achieve long-term total returns comprised of capital growth and income.The Fund aims to achieve its investment objective through active management of a diversified portfolio of different assets, with the majority invested in equities (including company shares (which may include property companies, such as REITs), exchange traded funds and investment trusts). In order to further diversify, the Fund may also invest in fixed income instruments, units in collective investment schemes (including those managed by the ACD and its affiliates and other regulated and unregulated funds) and alternative investments, covering global markets according to market conditions and other factors. The Fund’s allocation to equities will always exceed the allocation to fixed income instruments, however the Fund will never be wholly invested in equities.

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