Premier Miton Multi-Asset Dist B Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History4.12%
  • 3 Year sharpe0.40
  • 3 Year alpha-6.01
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.44%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupPremier Miton
  • DomicileUnited Kingdom
  • ISINGB00B80W1F31

Investment Strategy

The objective of the Fund is to provide income together with capital growth over the long-term, being five years or more. 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 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 collective investment schemes (including those managed by the ACD and its affiliates and other regulated and unregulated funds) including openended investment companies, Exchange Traded Funds and closed ended investment companies (including investment trusts).

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