Premier Miton Mly Inc C acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.36%
  • 3 Year sharpe0.06
  • 3 Year alpha-3.72
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorUK Equity Income
  • Manager GroupPremier Miton
  • DomicileUnited Kingdom
  • ISINGB00BTHH0955

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. Five years is also the minimum recommended term 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 objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares in companies listed in the UK. Up to 20% of the Fund’s assets may be in other investments which may include listed company shares in other geographical regions such as Europe and the USA, government and corporate (company) bonds, convertible bonds (bonds that can convert into company shares), collective investment schemes and cash and cash-like investments.

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