Premier Miton Defensive GrB Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.25%
  • 3 Year sharpe0.19
  • 3 Year alpha-0.15
  • Distribution Typeincome
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.58%
  • IA SectorTargeted Absolute Return
  • Manager GroupPremier Miton
  • DomicileUnited Kingdom
  • ISINGB00B4L2WQ20

Investment Strategy

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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