Premier Miton Multi-Asset Abs Ret C acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.17%
  • 3 Year sharpe0.60
  • 3 Year alpha0.79
  • Distribution Typeaccumulation
  • BenchmarkUK Base Rate PR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • IA SectorTargeted Absolute Return
  • Manager GroupPremier Miton
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to provide positive returns, in all market conditions and in excess of returns from the Bank of England Base rate, net of fees, over rolling three year periods. Three 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 Investment Adviser aims to achieve the Fund’s objective by investing in a globally diversified lower risk portfolio of investments covering different asset classes.

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