Premier Miton Managed Index Bal C acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 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 (such as government and corporate bonds), equities (company shares), property (including Real Estate Investment Trusts (“REITs”)), alternative investments (which may include commodities), money market instruments, deposits, near cash and cash.

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