Premier Miton Managed Index Bal C acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.71%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.46%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupPremier Miton Investors
  • DomicileUnited Kingdom
  • ISINGB00BKTF3287

Investment Strategy

The investment objective of the Fund is to achieve total returns comprised of capital growth and income from a global, diversified portfolio of investments. Those investments will typically track indices covering different asset classes. The Investment Adviser aims to achieve the Fund’s objective from a diversified portfolio of investments covering different asset classes globally, including bonds, equities, property, alternative investments, money market instruments, deposits, near cash and cash. The Fund will maintain exposure to a broad spread of underlying assets. The exposure to global equity markets will be in the range of 30% to 60%, the exposure to global bond markets will be in the range of 35% to 65%.

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