Premier Miton Global Sust Optm Inc C Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History5.50%
  • 3 Year sharpe0.67
  • 3 Year alpha-0.87
  • Distribution Typeincome
  • BenchmarkIA Gbl Equity Income
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorGlobal Equity Income
  • Manager GroupPremier Miton
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to provide a yield of 6% per annum together with the prospect of 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 Fund’s target yield of 6% per annum is not guaranteed and may change if the assumptions on which the target is calculated change.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.

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