Premier Miton Liberation No. IV C acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.64%
  • 3 Year sharpe0.46
  • 3 Year alpha-3.73
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.96%
  • IA SectorVolatility Managed
  • Manager GroupPremier Miton
  • DomicileUnited Kingdom
  • ISINGB00B5N42Z23

Investment Strategy

The objective of the Fund is to provide an income together with capital growth over the long-term, being five years or more, whilst seeking to remain within a defined risk profile with defined volatility parameters which may result in the income and the capital growth from the Fund being constrained. The Investment Adviser will aim to maintain a risk profile classification of 4 as set and monitored by an external third party risk rating company. 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 throughout this, or any other, specific time period and there is a risk of loss to the original capital invested.

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